Service Titan Knowledge Base

Manage billsLast updated on 09/13/2022

After a Purchase Order (PO) is received or partially received, a unique bill can be generated, which is an electronic copy of the vendor invoice. Each bill has a unique bill number.


Things to know

  • The bill record has the vendor payment term and the payment due date for the bill. For more on payment terms, see Payment Terms.

  • If a PO is fulfilled through multiple shipments, the PO may have multiple bills associated with each shipment.

  • Note that bills exported to your integrated accounting system cannot be edited or deleted within ServiceTitan.


Manage bills

  1. Go to the navigation bar and click Accounting ACC-icon.

  2. From the side menu, select Bills. The Bills page opens with a list of your bills.

  3. Select a bill to open the bill record.

    Tip: Use the filters on the left side to quickly find specific bill records. The Bills page includes a number of pre-made filters. These let you search by Bill Type, P.O. Type, Technician, From Date, To Date, Business Unit, Vendor, Job Number, P.O. Number, Inventory Locations, Created By, Min Cost, or Max Cost. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click Clear Filters. On the bill record, you can find the following details:

    • Export status and batch number

    • Associated PO and receipt, if the bill hasn’t been exported yet

    • Vendor invoice details

    • Order details

    • Location

    • Dates

    • Vendor Memo

    • Item list

  4. To add an internal note on the bill, click the Comment Comment-icon icon.

  5. On the Comments page that opens, enter a comment, then click Add Reply. Note: You can always pin, edit, or remove a comment.

  6. From the Actions dropdown field, you can select one of the following options:

Note: For more information about bills, see Payables.


Edit a bill

You can edit a bill to:

  • Update the cost of items, shipping, tax, quantity billed, date billed, and memo

  • Modify the Vendor Document Number

  • Attach documents

  • Select vendor payment term

To edit a bill:

  1. Go to the navigation bar and click Accounting ACC-icon.

  2. From the side menu, select Bills. The Bills page opens with a list of your bills.

  3. Select the bill you want to edit. The bill record opens.

  4. From the Actions dropdown field, select Edit.

  5. Update the bill as needed.

  6. When you’re finished, click Save.


Cancel a bill

  1. Go to the navigation bar and click Accounting ACC-icon.

  2. From the side menu, select Bills. The Bills page opens with a list of your bills.

  3. Select the bill you want to cancel. The bill record opens.

  4. From the Actions dropdown field, select Cancel.

    The Cancel Bill pop-up window opens.

  5. (Optional) From the dropdown field, select the reason for canceling.

    Note: If you don’t select the cancelation reason, the system automatically selects the Not Required option.

  6. When you’re finished, click Cancel Bill.


View a bill on a purchase order

  1. Go to the navigation bar and click Inventory or Purchasing Inventory-icon.

  2. From the side menu, select Purchase Orders. The Purchase Orders page opens.

  3. Click the Partially Received or Received tab, depending on which PO you want to open.

  4. Select the PO to open its details. The PO record opens.

  5. Click Documents and select the bill to view.


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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.