Troubleshooting
Role: Accountants · Administrators · All business typesArea: Returns · Vendor Credits · Accounting (Batch/Export) · All versions
What you're seeing
You created a return and expect its vendor credit to show up in the batch. Instead, the return doesn't appear in the batch section, and it also isn't in the unbatched section where you'd add it. This can affect a single return or several, and in some cases the credit shows up on its own after a short delay.
Where you see it: Inventory > Returns (the return shows a completed status).
Where you fix it: Accounting (Batch / Unbatched and Vendor Credits), and for some causes Settings > Accounting > Auto-Batching, the vendor record, or the warehouse team.
Why this happens
The batch and export process works on the vendor credit tied to the return, not the return record itself. Returns are not batched for export; only the credits and bills are. A few things can keep that vendor credit from reaching the batch screen.
There are 3 common reasons.
Reason 1
The return isn't in Credit received status yet
So no vendor credit is available to batch.
Reason 2
The vendor credit is sitting in an auto-batch instead of the unbatched section
With Payables or automatic batching in use, a transaction type can be set to batch automatically. Enabling certain costing configurations can also add Returns to the auto-batching list.
Reason 3
The vendor has no remittance vendor, so the vendor credit is never created
This happens when a vendor was imported in bulk with required fields left blank, which prevents the remittance vendor from being created automatically.
Before you start
You need Accounting permissions to view and export batches. If you don't have them, contact your administrator.
Changing a return's status may require your warehouse or inventory team, depending on your setup.
How to fix it
Run these checks in order. Most issues are resolved by Check 1.
1Confirm the return is in "Credit received" status
Go to Inventory > Returns and find the specific return.
Check the return's status. It needs to be Credit received. If it isn't, it won't appear in the batch or unbatched section.
If the status isn't Credit received, contact your warehouse team and ask them to update the return to Credit received.
Go to the Accounting section and open the unbatched section.
Find the return now that its status is Credit received, add it to the batch you want, and export the batch again.
✓ Done · The vendor credit appears in the batch section and exports as expected.
2If Check 1 didn't help, look for the credit in an auto-batch
Go to Settings > Accounting > Auto-Batching and check whether the relevant transaction type (for example, Returns or Vendor Credits) is set to an automatic cadence rather than Manual. This can happen when Payables or automatic batching is in use.
If it's on an automatic cadence, the vendor credit may already be in an auto-batch rather than the unbatched section. Open the auto-batch to confirm.
Handle the credit from the auto-batch, or set that transaction type to Manual so credits land in the unbatched section, per your accounting process.
✓ Done · You locate the vendor credit in the auto-batch, or it appears in the unbatched section after switching to manual.
3If Check 2 didn't help, confirm the vendor has a remittance vendor
Open the vendor tied to the return.
Confirm the vendor's required fields (such as address) are complete. Vendors imported in bulk may have been saved with these blank, which prevents the remittance vendor from being created.
Re-save the vendor. When the required fields are complete, the remittance vendor is created automatically. Returns use the remittance vendor in the background to create the vendor credit.
Check the batch section again.
✓ Done · A vendor credit is created and appears in the batch section.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The return number(s) and vendor name(s)
The return's current status and export status
Whether Payables and/or automatic batching are enabled on the tenant
Your accounting integration (note: with QuickBooks Online and Payables, ServiceTitan can't export bills, credits, or vendor payments to QBO)
A screenshot of the Accounting batch/unbatched screen
Which checks from this article you already tried
Want to learn more?
Create and complete a return ›
Step-by-step instructions for creating a return and moving it through to a completed status.
Return Types ›
An overview of the return types available in ServiceTitan and when to use each one.
Edit, copy, and cancel a return ›
How to modify, duplicate, or cancel an existing return after it has been created.