--- title: "Can't update or add charges on an invoice" slug: "updating-charges-on-invoices" updated: 2026-07-20T16:17:36Z published: 2026-07-20T16:17:36Z canonical: "help.servicetitan.com/updating-charges-on-invoices" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Can't update or add charges on an invoice ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png) Troubleshooting **Role:** Administrator · Bookkeeper · Office Admin**Area:** Invoicing, Payments, Pricebook · All versions ## **What you're seeing** You're trying to change something on an invoice, such as editing a charge, adding a charge, updating an item's price, changing the invoice date, or marking a material as no charge, and ServiceTitan won't let you. The field may be grayed out, missing, or you get an error message. The block may affect one charge, one item, or the whole invoice. ## **Why this happens** There are 5 common reasons an invoice won't let you make a change. **Reason 1** **You're looking in the wrong place to edit an existing charge.** The edit control for an existing charge lives next to the charge on the invoice record, not on the main invoice fields. **Reason 2** **The invoice's technician split is assigned 100% to an inactive technician.** Technician splits control whether you can add non-zero-dollar items. When an inactive technician holds a 100% split, adding charges is blocked until the split is reassigned to an active technician. **Reason 3** **Something is preventing a price change on an item.** The item may have been added from the requisition closeout screen, or a rate sheet, permission, posted/exported status, or inventory rule may be preventing the price change. **Reason 4** **The invoice is in Posted status, which locks editing.** A Posted invoice can't be edited until its batch is unposted. **Reason 5** **The invoice has an inactive rate sheet, which hides the Charge For Material? option.** When the rate sheet on the invoice is inactive, the option to mark a material as no charge does not appear. ## **Before you start** > [!NOTE] > **Note:** You can't edit an invoice that is Posted or already exported to your accounting software. If it's posted, unpost the batch first (see Check 4). If it's already exported, create an adjustment invoice instead. See [**Create an adjustment invoice**](https://help.servicetitan.com/docs/create-an-adjustment-invoice). > [!NOTE] > **Note:** Make sure you have the permissions to change pricing. To change an item's price on an invoice, you need the **Edit Material Price** permission (or **Edit Service Price** / **Edit Equipment Price** for those item types). To add or edit items on an invoice at all, you also need the **Edit Invoice Item** permission. Set these under **Settings > Operations > Permissions**. See [**Set pricebook permissions**](https://help.servicetitan.com/docs/pricebook-permissions). ## **How to fix it** Run the check that matches what you're trying to do. Most charge-edit issues are resolved by Check 1. ### **1****Edit an existing charge you can't find** Use this if you're trying to change an amount on a charge that's already on the invoice. 1. Search for and go to the invoice you want to update. 2. On the invoice record, find the charge you want to update. 3. Click the **Edit** icon next to that charge. 4. On the edit screen, update the charge as needed. 5. Click **Save**. > [!NOTE] > **✓ Done ·** The charge shows your updated amount on the invoice. ### **2****You can't add charges because an inactive technician holds the split** Use this if adding non-zero-dollar items is blocked and the split is assigned to an inactive technician. Technician splits control whether you can add non-zero-dollar items. If an inactive technician has a 100% split, you can't add items until you reassign the split to an active technician. 1. Search for and go to the invoice. 2. On the invoice record, click **Adjust splits**. 3. On the **Update Splits** screen, find an active managed technician and set **Sold Hours (%)** to 100. 4. If there's no active managed technician listed, click **Add another**, then select an active managed technician and set **Sold Hours (%)** to 100. 5. Click **Save**. > [!NOTE] > **✓ Done ·** You can now add charges to the invoice. ### **3****You can't update an item's price** Use this if a price field won't accept changes or you see a requisition-closeout error. This often shows the error: *Items added to the invoice from the requisition closeout screen cannot affect the invoice total. Please add a service to record revenue.* First rule out these common causes: - A rate sheet with a markup percentage is auto-calculating the price and overriding manual entries. See [**Create a rate sheet**](https://help.servicetitan.com/docs/client-specific-pricing-overview#step-4-create-a-rate-sheet). - The invoice is posted or exported (it must be neither to edit). - You don't have permission to change pricing. You need the **Edit Material Price** permission (or **Edit Service Price** / **Edit Equipment Price** for those item types). See [**Set pricebook permissions**](https://help.servicetitan.com/docs/pricebook-permissions). - Inventory tracking rules are blocking price changes for a tracked item (an item at 0 inventory count may not allow price updates). See [**Enable inventory tracking for equipment and material**](https://help.servicetitan.com/docs/enable-inventory-tracking-for-equipment-and-material). If none of those apply and the item was not added through requisition and closeout: 1. Go to the invoice where the item is listed. 2. Find the item and delete (remove) it. 3. Add the item back to the invoice. 4. Before saving, enter the new unit price. 5. Click **Save**. > [!NOTE] > **✓ Done ·** The item shows the new price without triggering the error. ### **4****You can't change the invoice date because the invoice is Posted** Use this if the invoice date field is locked and the invoice is in Posted status. A Posted invoice is locked. Unpost its batch, edit the date, then re-post. 1. Search for and go to the invoice. Confirm it's in **Posted** status in the invoice header. ![Invoice details showing status, job type, and payment terms for job #4352334.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/posted-invoice.png) 2. Note the batch the invoice is in (shown in the invoice header). ![Invoice details including job type, payment term, and export status highlighted for review.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/batched-invoice.png) 3. On the navigation bar, go to **Accounting**. 4. In the side menu, click **Batch/Export Transactions**. 5. Find and select the batch, then unpost it. The invoice becomes editable. 6. Go back to the invoice, change the date, and click **Save**. 7. Re-post the batch. See [**Batch, post, and export transactions**](https://help.servicetitan.com/docs/batch-post-and-export-transactions). > [!NOTE] > **✓ Done ·** The invoice shows the new date, and the batch is re-posted. ### **5****You can't mark a material as No Charge** Use this if the Charge For Material? option is missing on an invoice. If the **Charge For Material?** option is missing, the invoice likely has an inactive rate sheet. Reassign an active rate sheet, then uncheck the charge option. 1. Find the invoice(s) with the inactive rate sheet. 2. Click **Update invoice details**. 3. Click the **Rate Sheet** dropdown and select an active rate sheet. 4. Click **Save**. 5. Find the invoice(s) with the incorrect charge and edit the material(s). 6. Make sure the **Charge For Material?** box is unchecked, then **Save**. > [!NOTE] > **Note:** Whether materials are chargeable by default is governed in the pricebook. When the **Enable Materials Charge** and **Make Each Material Chargeable by Default** settings are on, a per-material chargeable column controls the default charge state for each material. If materials aren't behaving as expected here, check those pricebook settings. > [!NOTE] > **✓ Done ·** The material shows as no charge on the invoice. ## **Still not working?** Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with: - The invoice number and what you were trying to change (charge, price, date, material) - The exact error message, if any - Whether the invoice is posted or exported - The technician split and rate sheet on the invoice, if relevant - Which checks from this article you already tried ## **Want to learn more?** [**Create an adjustment invoice ›**](https://help.servicetitan.com/docs/create-an-adjustment-invoice) Adjust an invoice that's already been exported to your accounting software. [**Batch, post, and export transactions ›**](https://help.servicetitan.com/docs/batch-post-and-export-transactions) Unpost a batch to unlock a Posted invoice, then re-post it. [**Set technician splits ›**](https://help.servicetitan.com/docs/set-technician-splits) Reassign a split from an inactive technician so you can add charges. [**Set pricebook permissions ›**](https://help.servicetitan.com/docs/pricebook-permissions) Grant the Edit Material/Service/Equipment Price permissions needed to change pricing.