How to Fix Exported Invoices with Wrong Amounts in Accounting System

Problem

An invoice was exported to your accounting system with an incorrect amount. You are unable to make edits within ServiceTitan as the invoice is locked with an Exported status.

Solution

1. If an invoice amount needs to be adjusted, you need to make sure the adjustment is reflected in both ServiceTitan and your accounting system to keep your systems aligned and avoid variances.

2. In ServiceTitan, go to your invoice and create an adjustment invoice.

3. Within the adjustment invoice, add a service item of your choice and enter a positive or negative amount to reflect the adjustment needed.

4. Confirm the correct balance is now reflected in the original invoice.

5. Batch and export your adjustment invoice.