Service Titan Knowledge Base

Add or edit serialized items on invoicesLast updated on 09/13/2022

You can add serialized items to an invoice. You can also edit an item’s serial number and quantity on an invoice.


Add serialized item to an invoice

  1. Open the invoice you want to add a serialized item to.

  2. On the invoice record that opens, click Add a material or Add equipment. For example, click Add a material. The Add a Material page opens.

  3. In the Code field, enter and then select the item from the dropdown field.

  4. In the Quantity field, enter the quantity of an item that is required to be consumed.

  5. From the Inventory Location dropdown field, select the inventory location from which the item is used.

  6. In the Serialization field, click the Edit Edit icon icon. The pop-up window opens.

  7. From the dropdown field, select the serial number you want.

  8. When you’re finished, click Save on the pop-up window and then on the invoice record page.


Edit the serial number of an item on an invoice

  1. Open the invoice that includes the serial number that you want to edit.

  2. On the invoice record that opens, click the Edit icon-pencil.png icon next to the item you want to change.

    The Edit Material page opens.

  3. To edit the serial number:

    • Click Complete if you want to edit an existing serial number.

    • Click the Edit icon-pencil.png icon if you want to add a serial number.

  4. On the pop-up window that opens, edit the existing serial number or select the new serial number from the dropdown field.

  5. When you’re finished, click Save on the pop-up window and then on the invoice record page.


Edit the quantity of an item on an invoice

  1. Open the invoice that includes the item that you want to edit.

  2. On the invoice record that opens, click the Edit icon-pencil.png icon next to the item you want to change.

  3. In the Quantity field, update the quantity of an item that is required to be consumed.

  4. In the Serialization field, click the Edit Edit icon icon. A pop-up window opens:

    • If you increased the quantity, select new serial numbers from the dropdown list for the item that is used on the job.

    • If you decreased the quantity, remove the serial numbers for the item you didn’t use on the job.

  5. When you’re finished, click Save on the pop-up window and then on the invoice record page.


Want to learn more?



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