Service Titan Knowledge Base

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.


Invoice actions

See below for actions you take from an invoice:

Action

Description

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 equipment

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.

Adjust splits

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.

  • A 50-50 split between two technicians is common for companies that have technicians working together on a job site.

  • The technician’s split percentage will determine the percentage of the invoice revenue that will be added to the technician’s base commission.

  • Split percentages are factored into several ServiceTitan reports.

  • To edit technician adjustment splits, navigate to the invoice for which the technician split needs adjusted. Then, click Adjust splits.

Note:

  • The total split percentage for all technicians assigned to a job must be 100%, although you may set splits in any way you choose. For example, you may have a 25-25-50 split between three technicians, or you may have a 10-90 split between two technicians.

  • Technician splits are for technicians assigned to the job only (technicians dispatched to perform work). When you sell or convert estimates, you will also designate sold-by credit to a technician or employee. Sold-by credit is separate from technician splits.

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.

Job costing

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

  1. Go the invoice you want to add a task to.

  2. Click the Add a task.

  3. Enter a task details.

  4. Click Save.


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.

  1. Go the invoice you want to edit or delete items from.

  2. Click Edit icon-pencil.png next to the invoice item you want to edit or delete.

  3. 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.

  1. Go to the invoice for which you want to change the business unit.

  2. In the side menu, click Update invoice details.

  3. Click the Business Unit dropdown and select a different business unit.

  4. 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.