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Create non-return creditsLast updated on 09/14/2022

Non-return credit is a credit created without an association to inventory or returns. Profitability estimates are more accurate when you include non-return credits and non-purchase order (PO) bills in your job costs.

Note: When you create a return, a corresponding credit is automatically created.

Note: Job Costing breaks down costs on jobs and projects so you can learn about payroll costs, equipment and material costs, and opportunities. For more information, see Run the Job Costing tool. When you add a non-return credit to a job, it is displayed on the Job Costing screen.

Things to know

If you haven’t already enabled Payables, see Set up Payables.

Create a non-return credit

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Credits.

  3. On the Credits screen, click Create Credit.

  4. On the Create Credit screen, enter details in the fields: Note: You can use the Tab or Enter key to move to the next field

    • Remittance Vendor: Select from the dropdown

    • Job Number: Optional

      Tip: You can search jobs by customer name and click locations to find the appropriate job number.

    • Reference Number: Enter a reference number

    • Business Unit: Select from the dropdown

    • Credit Date: Use today’s date or enter another date

    • Memo: Optional

  5. In the lower section of the Create Credit screen, click Expenses (if it’s not already selected) and enter expense information:

    • Account: Select an account from the dropdown. Note: To view account numbers associated with active general ledger accounts, go to Settings settings.png > Operations > General Ledger Accounts.

    • Business Unit: Update the business unit if needed.

    • Job Number: Select from the dropdown.

    • Memo (optional)

    • Amount: Enter a dollar amount.

  6. To add another expense, click Add add at the end of a row and repeat the previous step to enter details about the expense. Note: To delete expenses or items, click Trash trash.

  7. Click Items and enter details about an item. Note: Items added to credits do not impact inventory.

    • Item: Select from the dropdown. Note: Only non-inventory items appear in the dropdown. To add an inventory item to a credit, see Purchasing module. Tip: You can search for an item by entering all or part of an item name in the dropdown.

    • Qty Billed: Quantity.

    • Unit cost: Cost per unit.

  8. To add another item, click Add add at the end of a row and repeat the previous step to enter details about the item.

  9. When you are done entering expenses and items, enter the Tax Rate as a percent or dollar value.

  10. When you are done, click Save in the upper right corner of the screen.

The non-PO credit appears in the Unreconciled tab of the Credits screen.

Tip: To add comments to a credit, click Comment add-comment and enter a comment.

Want to learn more?

See other articles in Payables.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.