Service Titan Knowledge Base

Create an adjustment invoiceLast updated on 03/22/2022

Create an adjustment invoice

If you have already exported the original invoice, you will need to create an adjustment invoice if any changes are necessary. If you have not yet exported the original invoice, you have the option to unpost the invoice batch and make changes on the original invoice. To create an adjustment invoice, complete the following:

  1. Navigate to the original invoice (Search > Invoice), where the adjustment needs to occur.

  2. Click Add an adjustment invoice. An adjustment invoice will be created.

  3. You can choose to Add a task or Add a payment.

  4. If desired, use the Memo field to indicate why this adjustment invoice was created.

  5. When you are done entering your tasks and payments, click Save.

  6. Once the adjustment invoice is completed, accounting can add it to a batch and proceed with steps to export it.

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.