Overview
After a job is complete, use Invoice Closeout to account for items that were used to complete the work. Unused items can be returned to your inventory or vendor.
Who uses this feature
Inventory and procurement managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
If a tracked inventory item is purchased on a requisition PO attached to a job and the invoice closeout is completed for that item, the cost of that item is set to $0. The cost appears in the Unit Cost and Total Cost columns on the invoice.
Review and confirm an invoice closeout
Go to the top toolbar and click Search
.From the Search dropdown, select Invoice and click the Search icon. For more, see Use search in ServiceTitan.
Click the Invoice number to open the invoice that you want to close out.
On the invoice record screen that opens, click Invoice Closeout.
On the Closeout for Invoice screen that opens, you can view all materials, equipment, and tasks requisitioned for the project through sold estimates.Enter accurate values in the Add Qty column for each item. This ensures that your invoice has the accurate quantity of items you used on the job.
Note: If the Qty column for the following fields is an exact match: Item Name, Item Description, ST Part Number, Procurement Source, and Inventory Location, then they share a single merged cell for the Qty Sold column.
Tip: To add items from the closeout to the job invoice in bulk, select the Equipment or Materials table and click Maximize Qty to Add.
When you’re done, click Add to Job Invoice.
Note: To return unused items, see Return unused items from a requisition.
On the Confirmation pop-up that opens, click Confirm to proceed with the invoice closeout.
On the invoice record screen that opens, click Save.