How to Void or Cancel an Invoice

Problem

You need to void an invoice due to one of the following reasons:

• Payment was already collected on a different invoice

• The invoice has already been exported

Solution

You cannot delete an invoice in ServiceTitan. Instead, you can clear out the invoice balance. Clearing or zeroing the invoice balance effectively voids the invoice since it no longer has any charges associated with it. The steps to clearing the invoice balance will depend on whether the invoice has already been exported or not.

If your invoice has already been exported

1. In ServiceTitan, search and open the invoice that needs to be voided.

2. An adjustment invoice must be created to offset the balance of the original invoice.

3. On the Invoice screen, create an adjustment invoice by clicking Add an Adjustment Invoice.

4. Fill out the adjustment invoice with the same information as the original invoice, but with negative amounts to offset the balance.

5. Save the adjustment invoice.

6. The original invoice now shows a zero balance and the adjustment invoice shows the negative balance.

7. Batch and export the adjustment invoice to offset your exported invoice in your accounting system.

If your invoice has not yet been exported

1. In ServiceTitan, search and open the invoice that needs to be voided.

2. On each invoice item or task, click Delete .

3. Remove any remaining invoice items or tasks. This will clear the invoice balance.