Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Invoicing · All versions
What you're seeing
When you print or send an invoice, a file is attached to it that you want to remove or replace — often a terms-and-conditions document or other PDF. The attachment isn't coming from the invoice itself, so it isn't clear where to change it.
Why this happens
There is 1 common reason.
Reason 1
The attachment comes from the Business Unit, not the invoice.
The file attached to invoices comes from the Authorization Agreement field on each Business Unit, not from the individual invoice. To remove or replace what's attached, you edit that field on the business unit whose invoices you want to change.
How to fix it
Caution: You need access to edit Business Units in Settings. If you don't have it, contact your admin.
Note: The attachment is set per Business Unit, so a change applies only to that business unit's invoices. If you have more than one business unit, repeat the steps for each one you want to change.
Caution: Changes to attachments aren't retroactive — they apply only to new invoices and jobs created after the change, not to invoices that already exist.
1Edit the Authorization Agreement field on the Business Unit
Go to Settings > Operations > Business Units.
Click Edit on the relevant business unit.
On the Edit Business Unit screen, click Remove on the Authorization Agreement field to remove the old attachment.
To attach a different file instead, click Upload and select the file you want to attach to your invoices.
When finished, click Save.
Repeat steps 2–5 for all relevant business units.
✓ Done · New invoices for that business unit no longer include the old attachment (or include the new file you uploaded). You're done.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The business unit you edited
An example invoice number that still shows the attachment
Whether the attachment should be removed entirely or replaced with a different file
Whether the invoice was created before or after you made the change
That you already edited the Authorization Agreement field on the business unit
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