Overview
Set individual invoice items as Taxable or Non-Taxable. By setting the appropriate tax status, ServiceTitan will know which items to include or exclude in the tax calculations. Office employees and technicians can change the tax status on particular invoice items, which will override the default tax status you have set up in your pricebook. You can easily identify taxable and non-taxable invoice items.
Who uses this feature
Office employees and technicians
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager for details.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
If you don't set items as taxable, it can grey out the Tax section and lead to inaccuracies on the invoice.
Set tax status by invoice item permission
After your account is configured, you need to set permissions for office employees and technicians.
To set permissions for office employees:
Go to the navigation bar and click Settings
. In the side panel, click People > Employees.Click the Edit next to the employee name you want to edit permissions.
Click the Permissions tab.
Select Set Tax Status By Invoice Item.
When you're done, click Save.
To set permissions for technicians:
Go to the navigation bar and click Settings
. In the side panel, click People > Technicians.Click the Edit for the technician you want to update the permissions for.
Click the Permissions tab.
Select Set Tax Status By Invoice Item.
When you're done, click Save.
Set invoice line items as taxable
Go to the invoice you want to make taxable.
In the side menu, click Add a service.
Note: The service defaults to the tax setting you have in your pricebook.
Select Taxable.
When you are finished, click Save.
You can now see the items on the invoice with a column specifying whether each item is taxable or not.
