Can't update or add charges on an invoice

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Invoicing, Payments, Pricebook · All versions

Reason 1

You're looking in the wrong place to edit an existing charge.

The edit control for an existing charge lives next to the charge on the invoice record, not on the main invoice fields.

Reason 2

The invoice's technician split is assigned 100% to an inactive technician.

Technician splits control whether you can add non-zero-dollar items. When an inactive technician holds a 100% split, adding charges is blocked until the split is reassigned to an active technician.

Reason 3

Something is preventing a price change on an item.

The item may have been added from the requisition closeout screen, or a rate sheet, permission, posted/exported status, or inventory rule may be preventing the price change.

Reason 4

The invoice is in Posted status, which locks editing.

A Posted invoice can't be edited until its batch is unposted.

Reason 5

The invoice has an inactive rate sheet, which hides the Charge For Material? option.

When the rate sheet on the invoice is inactive, the option to mark a material as no charge does not appear.

1Edit an existing charge you can't find

Use this if you're trying to change an amount on a charge that's already on the invoice.

1. Search for and go to the invoice you want to update.

2. On the invoice record, find the charge you want to update.

3. Click the Edit icon next to that charge.

4. On the edit screen, update the charge as needed.

5. Click Save.

✓ Done · The charge shows your updated amount on the invoice.

2You can't add charges because an inactive technician holds the split

Use this if adding non-zero-dollar items is blocked and the split is assigned to an inactive technician.

Technician splits control whether you can add non-zero-dollar items. If an inactive technician has a 100% split, you can't add items until you reassign the split to an active technician.

1. Search for and go to the invoice.

2. On the invoice record, click Adjust splits.

3. On the Update Splits screen, find an active managed technician and set Sold Hours (%) to 100.

4. If there's no active managed technician listed, click Add another, then select an active managed technician and set Sold Hours (%) to 100.

5. Click Save.

✓ Done · You can now add charges to the invoice.

3You can't update an item's price

Use this if a price field won't accept changes or you see a requisition-closeout error.

This often shows the error: Items added to the invoice from the requisition closeout screen cannot affect the invoice total. Please add a service to record revenue. First rule out these common causes:

• A rate sheet with a markup percentage is auto-calculating the price and overriding manual entries. See Create a rate sheet.

• The invoice is posted or exported (it must be neither to edit).

• You don't have permission to change pricing. You need the Edit Material Price permission (or Edit Service Price / Edit Equipment Price for those item types). See Set pricebook permissions.

• Inventory tracking rules are blocking price changes for a tracked item (an item at 0 inventory count may not allow price updates). See Enable inventory tracking for equipment and material.

If none of those apply and the item was not added through requisition and closeout:

1. Go to the invoice where the item is listed.

2. Find the item and delete (remove) it.

3. Add the item back to the invoice.

4. Before saving, enter the new unit price.

5. Click Save.

✓ Done · The item shows the new price without triggering the error.

4You can't change the invoice date because the invoice is Posted

Use this if the invoice date field is locked and the invoice is in Posted status.

A Posted invoice is locked. Unpost its batch, edit the date, then re-post.

1. Search for and go to the invoice. Confirm it's in Posted status in the invoice header.

   

2. Note the batch the invoice is in (shown in the invoice header).

   

3. On the navigation bar, go to Accounting.

4. In the side menu, click Batch/Export Transactions.

5. Find and select the batch, then unpost it. The invoice becomes editable.

6. Go back to the invoice, change the date, and click Save.

7. Re-post the batch. See Batch, post, and export transactions.

✓ Done · The invoice shows the new date, and the batch is re-posted.

5You can't mark a material as No Charge

Use this if the Charge For Material? option is missing on an invoice.

If the Charge For Material? option is missing, the invoice likely has an inactive rate sheet. Reassign an active rate sheet, then uncheck the charge option.

1. Find the invoice(s) with the inactive rate sheet.

2. Click Update invoice details.

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

4. Click Save.

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

6. Make sure the Charge For Material? box is unchecked, then Save.

Note: Whether materials are chargeable by default is governed in the pricebook. When the Enable Materials Charge and Make Each Material Chargeable by Default settings are on, a per-material chargeable column controls the default charge state for each material. If materials aren't behaving as expected here, check those pricebook settings.

✓ Done · The material shows as no charge on the invoice.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The invoice number and what you were trying to change (charge, price, date, material)

• The exact error message, if any

• Whether the invoice is posted or exported

• The technician split and rate sheet on the invoice, if relevant

• Which checks from this article you already tried