Service Titan Knowledge Base

Unable to mark a material as No ChargeLast updated on 05/12/2023

This article will help you mark materials as No Charge when the option isn’t available.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.


Problem

The customer is being charged for items that are not considered chargeable materials and the Charge For Material? check box isn’t present. The material is on an invoice with an inactive rate sheet.


Solution

If there are inactive rate sheets on the invoices, unassign them to avoid future instances of incorrect charges.

  1. To unassign a rate sheet, find the invoice numbers with the inactive rate sheet on them.

  2. Click Update invoice details.

  3. Click the Rate Sheet dropdown and select an active rate sheet.

  4. Save your changes

  5. Find the invoice(s) with the incorrect charge and edit the material(s).

  6. Make sure the Charge For Material? box is unchecked and save your changes.


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


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.