--- title: "Apply credit or payment to an invoice" slug: "apply-credit-or-payment-to-an-invoice" updated: 2026-10-15T00:59:50Z published: 2026-10-15T00:59:50Z canonical: "help.servicetitan.com/apply-credit-or-payment-to-an-invoice" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Apply credit or payment to an invoice > [!NOTE] > As of October 2023, the Payables feature is no longer available for enablement in ServiceTitan. Please, contact your Customer Success Manager (CSM) to discuss alternative implementation options. ## Overview You can apply available credit to an invoice with an outstanding balance. Available credit is created by collecting a deposit from a customer or by an overpayment, where the collected payment on an invoice is greater than the balance. If you have issues applying credit to an invoice, contact [Technical Support](/construction/docs/contact-servicetitan-technical-support) for help. --- ### #### Who uses this feature - Accountants and office employees - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. > [!NOTE] > **Note:** Viewing and applying available credit to an invoice is not available in ServiceTitan Mobile. ## Things to know - You cannot apply credit to an invoice if there is a balance of zero. To apply the credit, add a new task that will generate a positive balance and apply the payment. - You cannot apply credit to an invoice if there is a balance on the invoice that was generated from a negative payment. To apply the credit, add a new task that will generate revenue, apply the payment, and then delete the task. ## Apply credit or payment to an invoice from the invoice record 1. [Search](/construction/docs/use-search-in-servicetitan) for and open the invoice you want to collect payment for. 2. On the record, click **Collect and apply payment**. 3. On the *Collect and Apply Payments* screen that opens, under *Payment Details*, select **Credits**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-gq8kwu1k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 4. Select the source of available credit you want to apply to the invoice. > [!NOTE] > **Note:** You can select more than one source of available credit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-falj3snf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 5. Under *Apply Payment*, select the invoice you want to apply the credit for. > [!NOTE] > **Note:** You can select more than one invoice to apply the credit for. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-ufdrg1mf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) > [!TIP] > **Tip:** If a project has an unpaid invoice, the project number displays on the *Apply to Invoice* screen so you don't have to look elsewhere for the project number. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-ubt324pa.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 6. If you want to apply a specific amount of credit to an invoice, enter the amount in the *Amount Applied* field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-dhrzkrz1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 7. When finished, click **Save**. 8. If you previously enabled the [Deposit Workflow](/construction/docs/enable-deposit-workflow) feature to export deposits as journal entries in QuickBooks Desktop, complete the following steps. 1. Click **Confirm**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-vtp0vng0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 2. Select your ServiceTitan Web Connector. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-rfvillbd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) The invoice opens. A notification appears: *Payment successfully applied*. The invoice also displays a *Sync Status* indicator, which changes from *N/A* to *Exported* to let you know if your deposit was successfully exported to your general ledger. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-rnkgsgnj.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) > [!NOTE] > **Note:** If the Sync Status indicator reads Error, click **Error** to view a description of the problem and how to fix it. After you fix the problem, click **Re-Sync** to try again to export the deposit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-qn1fd0kz.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 9. On the *Collect and Apply Payments* screen, click the **Carat ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-mst1tqfx.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D)** icon to see a record of applied credit in the *Credits* section under the *Available Credit* or *Applied Credit* tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-ds0gegez.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) > [!NOTE] > **Note:** Credit remains in the Available Credit tab if you have remaining available balance. Credit moves to the Applied Credit tab if it has been fully applied. ## Apply credit or payment to an invoice from the customer profile 1. [Find](/construction/docs/use-search-in-servicetitan) and go to the customer associated with the invoice. 2. On the customer profile screen, click the **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D)** icon. 3. On the dropdown, select **Collect Payment**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-credit-or-payment-to-an-invoice-image-nfwr51n3.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A14Z&se=2026-10-31T01%3A43%3A14Z&sr=c&sp=r&sig=UJom0U3HXl%2BF3C7IUGabVvFFWJRhQOEHyZ1KCvVxYFw%3D) 4. On the *Collect and Apply Payments* screen, click **Credits**. 5. Select the credit you want to apply to the invoice. > [!NOTE] > **Note:** You can select more than one source of available credit. 6. Under *Apply Payment*, select the invoice for which you want to apply the credit. > [!NOTE] > **Note:** You can select more than one invoice to apply the credit for. 7. If you want to apply a specific amount of credit to an invoice, enter the amount in the *Amount Applied* field. 8. When done, click **Save**. ## FAQ --- ### #### How do I apply a credit to a point of sale (POS) invoice? Viewing and applying credit is not available on ServiceTitan Mobile. Process the POS for the amount of the balance due, less the credit. Later, from the office, [apply the available credit](/construction/docs/apply-credit-or-payment-to-an-invoice) to zero out the invoice. For example, if the invoice is for $500 but the customer paid a $100 deposit, charge the customer $400 through the POS machine and later apply the $100 credit from the office. ## Want to learn more? - See [Payments](/construction/docs/payments-home)