Edit and Receive Purchase Orders in ServiceTitan

Learn how to find, update tax details, mark as sent, and receive purchase orders with attached vendor documents in ServiceTitan.

September 15, 2026 By Autumn Bowman

Learn how to locate an existing purchase order, adjust tax line items, mark the order as sent, and process receipt of items along with vendor invoice documentation.

This guide is intended for procurement specialists, inventory managers, and accounting personnel updating order details and receiving vendor shipments in ServiceTitan.

Search for the Purchase Order

Enter the purchase order number into the Number field.

Step #2: Click on the PO number link in the search results table. — Click on the PO number link in the search results table.

Step #3: Click on the PO Source job number link. — Click on the **PO Source** job number link.

Step #4: Verify the Business Unit on the Job — Verify the Business Unit on the Job

Step #5: Matches the BU on the Purchase Order — Matches the BU on the Purchase Order

Step #6: Open the attached receipt file under Files Attached to verify the line items and tax breakdown. — Open the attached receipt file under **Files Attached** to verify the line items and tax breakdown.

Adjust Tax Information

Step #7: Click Actions in the top right corner. — Click **Actions** in the top right corner.

Step #8: Select Edit from the dropdown menu. — Select **Edit** from the dropdown menu.

Step #9: Click the trash can icon next to the tax line item in the item list. — Click the trash can icon next to the tax line item in the item list.

Step #10: Click Delete to confirm removing the line item. — Click **Delete** to confirm removing the line item.

Enter the tax rate in the Tax field.

Enter the tax amount in the Tax Rate field.

Step #13: Verify and Confirm Total is correct — Verify and Confirm Total is correct

Step #14: Click the Save button in the upper right corner. — Click the **Save** button in the upper right corner.

Update Sent Status and Date

Step #15: Click Send as on the right hand side — Click Send as on the right hand side

Step #16: Select Mark as Sent from the dropdown menu. — Select **Mark as Sent** from the dropdown menu.

Step #17: Click the Actions menu button in the top right corner. — Click the **Actions** menu button in the top right corner.

Step #18: Select Edit from the dropdown menu. — Select **Edit** from the dropdown menu.

Step #19: Click the Date Sent field to update the date. — Click the **Date Sent** field to update the date.

Step #20: Click the Save button in the top right corner. — Click the **Save** button in the top right corner.

Receive Shipment

Step #21: Click the Receive button in the top right corner. — Click the **Receive** button in the top right corner.

Enter the vendor invoice number into the Vendor Document Number field.

Step #23: Click the Upload File button under Receipt Attachments to attach supporting documentation. — Click the **Upload File** button under **Receipt Attachments** to attach supporting documentation.

Step #24: Click the Save button in the top right corner to record the received shipment. — Click the **Save** button in the top right corner to record the received shipment.

Q: Why do I need to delete the tax line item instead of editing it directly?

A: In ServiceTitan, tax items entered as separate line items must be removed so the tax rate and amount can be properly calculated using the dedicated Tax fields on the purchase order.

Q: Where do I upload the vendor invoice or receipt when receiving items?

A: On the Receive a Shipment screen, use the Upload File button located under the Receipt Attachments section before saving.

Term	Definition
Purchase Order (PO)	A commercial document and official offer issued by a buyer to a seller indicating types, quantities, and agreed prices for products or services.
PO Source	The originating job or project in ServiceTitan associated with the purchase order.
Vendor Document Number	The invoice or reference identifier provided by the vendor on their receipt or billing document.