Can't delete an invoice that needs to be voided

 Troubleshooting
Role: Administrator · Accounting/HR Specialist · Office employeeArea: Invoicing, Accounting · All versions

Before you start

You need Edit invoice, Add adjustment invoice, and Delete adjustment invoice permission to edit invoices and create adjustment invoices in ServiceTitan. If you don't have it, contact your admin.

Reason 1

Invoices are voided, not deleted.

ServiceTitan doesn't let you delete an invoice. Instead, you void it by clearing the balance to zero, so it no longer has any charges. How you clear the balance depends on whether the invoice has already been exported to your accounting system.

1If the invoice has not been exported, clear the balance by removing items

Use this if the invoice has not yet been batched and exported to your accounting system.

1. In ServiceTitan, search for and open the invoice that needs to be voided.

2. On each invoice item or task, click Delete (the X icon).

3. Remove any remaining invoice items or tasks. This clears the invoice balance.

✓ Done · The invoice shows a zero balance and is effectively voided.

2If the invoice has already been exported, offset it with an adjustment invoice

Use this if the invoice has already been batched and exported to your accounting system.

1. In ServiceTitan, search for and open the invoice that needs to be voided.

2. On the Invoice screen, click Add an Adjustment Invoice.

3. Fill out the adjustment invoice with the same information as the original invoice, but with negative amounts to offset the balance (for example, enter a quantity of -1 for each service from the original invoice).

4. If a payment was collected on the invoice and you are returning that money to the customer, also add a negative payment to the adjustment invoice. (A negative Pricebook service alone voids the charges; a negative payment is what actually issues the refund. If you are not refunding a payment, negative items are enough.)

5. Click Save.

6. Confirm the original invoice now shows a zero balance and the adjustment invoice shows the negative balance.

7. Batch and export the adjustment invoice to offset the original invoice in your accounting system. (For QuickBooks and Intacct, an adjustment invoice with a net negative value exports as a credit memo.)

✓ Done · The original invoice shows a zero balance, and the offsetting adjustment invoice has been exported to your accounting system.

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

• The invoice number and whether it has been exported

• Why the invoice needs to be voided (for example, payment collected on a different invoice)

• Whether a payment has been applied to the invoice, and whether you are refunding it

• A screenshot of the invoice showing its current balance

• Which checks from this article you already tried