Overview
ServiceTitan allows you to edit and update materials on invoices that are already exported.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Accounting permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
You can add inventory materials with negative quantity if the Enable Negative Quantity configuration is selected in Settings > Inventory > Configuration.
Remove materials from an invoice
In the navigation bar, click Search.
Click the dropdown and select Invoice.
Select the invoice that you want to update.
Click Add an adjustment Invoice.
Add the same material with a negative quantity.
The material is removed from the exported invoice and the inventory levels are adjusted accordingly.
Return materials
Go to the navigation bar and click Inventory.
Go to Returns.
Click Create.
The Create Return screen opens.
Fill in the fields.
Note: You should add the same material with a positive quantity.
When you’re done, click Save.