Edit an invoiceLast updated on 03/31/2022
Edit an invoice if a customer changes their mind about a service or piece of equipment or if a job is completed and needs to be updated.
See below for actions you take from an invoice:
Update invoice details
Edit invoice details, including the invoice date and invoice number.
Add a payment
Apply a payment to the invoice.
If your account is configured for ServiceTitan Payments, click Add a payment to process credit card or check payments.
Add a task
Add a Pricebook service to the invoice. You will not see this menu item when you view an invoice in a posted or exported batch.
Add a material
Add materials to an invoice.
If your account is configured for chargeable materials, you can select Charge for material to add the material as a billable item on the invoice.
You will not see this menu item when you view an invoice in a posted or exported batch.
Add an equipment item from your pricebook to the invoice by searching by equipment name or equipment code. You will not see this menu item when you view an invoice in a posted or exported batch.
Add a purchase order
Add a purchase order to the job. Specify the vendor and purchase order amount.
Add an estimate
Add an estimate to the job. When you sell or convert the estimate, ServiceTitan automatically creates a project which will include the new job, and the original job where the estimate was created. Note: You will not be able to add sold estimate items to the current job. If the job has been scheduled or is already in progress, ServiceTitan assumes that there will be a technician physically available at the job site to discuss any additional estimate items with the customer. Only the technician will be able to add estimate items to the current invoice.
Set technician splits. If there is one technician assigned to the job, the split will default to 100% for that technician.
If there are multiple technicians assigned to the job, you may designate splits in any way you choose.
Add a payroll adjustment
Use a payroll adjustment to pay a technician an additional amount or create a payroll deduction. To create a deduction, enter a negative amount for the payroll adjustment. When you create a payroll adjustment, this will be added or deducted in your labor costs. Note: Payroll adjustments will appear on the Payroll (Detail) Report when you run technician payroll. On the technician’s payroll summary, you will see the invoice number next to the payroll adjustment.
Add an adjustment invoice
Adding an adjustment invoice allows you to make changes to an invoice after it has been posted and exported to Quickbooks.
Note: You can add an adjustment invoice only when the invoice is exported.
The job costing flyout provides a quick breakdown of job costs. For more on job costing, see Run the Job Costing tool.
Add tasks to invoice items
Click the Add a task.
Enter a task details.
Edit or delete items that are already on the invoice
If an invoice or a payment has been exported to your accounting software, then you will not be able to edit or delete the invoice items or payments.
Click Edit next to the invoice item you want to edit or delete.
Update the invoice item. When you're done, click Save.
Update business unit on an invoice
If an invoice has been exported to your accounting system, then you cannot update the invoice business unit.
In the side menu, click Update invoice details.
Click the Business Unit dropdown and select a different business unit.
When you're done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.