Accidentally deleted a credit card payment

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Payments, Payment Collections · All versions

Reason 1

Deleting a payment removes its record even though the card was already charged.

Because the charge already went through, you don't re-charge the customer. Instead, you re-record the payment so ServiceTitan once again has an accurate record, saved as available credit.

1Re-record the payment without charging the card again

1. Find and go to the customer profile, then click the More icon in the top right.

2. From the dropdown, select Collect payment.

3. On the Collect and Apply Payments screen, fill in all the details of the payment.

4. In the Apply Payment section, choose whether to apply it to the invoice or to the customer profile.

5. Click the dropdown arrow on the Charge option in the bottom-right corner and select Save without charging.

6. Confirm the payment is now recorded and collected as available credit for the customer.

Note: If the deleted payment was already exported to your accounting software, add this payment to a batch and bypass the batch so you don't end up with two records of the same payment. See Bypass exporting a batch to accounting software.

✓ Done · The payment is restored in ServiceTitan as available credit, without charging the customer again.

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

• The customer name and the amount of the deleted payment

• The original payment date and how the payment was made

• Whether the payment had already been exported to your accounting software

• A screenshot of the customer's current payment/credit records

• Which steps from this article you already tried