Service Titan Knowledge Base

Update materials on an exported invoiceLast updated on 09/12/2022

ServiceTitan allows you to edit and update materials on invoices that are already exported.

Things to know

  • You can add inventory materials with negative quantity if the Enable Negative Quantity configuration is selected in Settings > Inventory > Configuration.

Remove materials from an invoice

  1. In the navigation bar,  click Search.

  2. Click the dropdown and select Invoice.

  3. Select the invoice that you want to update.

  4. Click Add an adjustment Invoice.

  5. Add the same material with a negative quantity. The material is removed from the exported invoice and the inventory levels are adjusted accordingly.

Return materials

  1. Go to the navigation bar and click Inventory.

  2. Go to Returns.

  3. Click Create New.

    The Create Return screen opens.

  4. Fill in the fields. Note: You should add the same material with a positive quantity.

  5. When you’re done, click Save.

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.