--- title: "Edit or delete payments on invoices" slug: "edit-or-delete-payments-on-invoices" updated: 2026-10-15T00:59:49Z published: 2026-10-15T00:59:49Z canonical: "help.servicetitan.com/edit-or-delete-payments-on-invoices" --- > ## 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. # Edit or delete payments on invoices ## Overview You can manage payments by editing, deleting, or unapplying a payment credit with Payment Collections. For example, you can delete a payment credit on an invoice if you accidentally enter a duplicate. You can access payment credits from the Invoice screen and make updates as needed with just a few steps. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The *Create payment* and *Delete payment* permissions are required to use this feature. Please contact the account administrator on your team. ## Things to know - You can delete or edit payment credits only in pending status. - Unapplying a payment credit removes the payment credit from invoices it was previously applied to. The payment credit can be applied to other invoices. - Deleting a payment credit removes the payment credit from the invoices it was previously applied to. - Check that you have the correct business unit in *Collect and Apply Payments* before you delete, edit, or unapply a payment credit. - You can edit business unit. - Editing a refund is different from editing a payment. For more on editing refunds, see [Edit or delete a refund](/construction/docs/edit-or-delete-a-refund). - Each application of a payment to an invoice has its own **Post Date**, which controls the accounting period that application posts to. If your account uses Accounting Periods, you can change the **Post Date** only while that period is open. ## Edit, unapply, or delete a payment credit from an invoice > [!NOTE] > **Note:** You can edit payment amounts for invoices that have not been posted or exported. 1. [Open the invoice](/construction/docs/use-search-in-servicetitan) and go to the Payments section. 2. To edit payment information, click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-itsp6js7.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 3. The *Edit Payment* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-5ucqs914.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 4. In *Payment Details*, edit the fields as needed: 1. **Payment Type:** Select the payment type from the dropdown > [!NOTE] > **Note:** Your selection impacts if payments are chargeable directly from ServiceTitan or if you need to go to a portal outside ServiceTitan. It also impacts what fields need to be completed. For more information, see [How to process a check payment / bank transfer (ACH) directly in ServiceTitan](/construction/docs/process-a-check-payment-bank-transfer-ach-directly-in-servicetitan) or [Process a credit card payment directly in ServiceTitan](/construction/docs/process-a-credit-card-payment-directly-on-an-adjustment-invoice). 2. **Amount:** Dollar amount of the payment 3. **Date:** Date of the payment 4. **Memo:** Your notes on the payment. Can be used for [reporting purposes](/construction/docs/all-payments-report-1). 5. **Business Unit:** Business unit the payment is associated with > [!NOTE] > **Note:** If you use integrated payment methods, BU determines which bank account the payment is deposited in. If you use QuickBooks Desktop (QBD) integration, BU affects the QBD file the payment exports to. 6. If you edited *Amount*, enter a payment amount to apply to each invoice in **Amount Applied**. Only the invoices that payment was previously applied to display. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-253037re.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) > [!TIP] > **Tip:** Amount Applied can't exceed the payment amount. Payment greater than invoice balance is saved as an unapplied credit. 7. To review or change how a payment posts to your accounting periods, click the chevron on an invoice row to expand it. Each row in the expanded table is a separate application of the payment and carries its own **Post Date**. > [!NOTE] > **Note:** A change to **Post Date** saves on its own. You do not need to click **Save** for it to take effect. > [!NOTE] > **Note:** An invoice that has no applications yet expands to an empty table. Column headings display with no rows beneath them. 1. Set the **Post Date** to any date that falls in an open accounting period. This controls the period that application posts to, and it does not change the invoice date or the payment date. 2. Rows that fall in a closed accounting period are locked. Their **Post Date** appears dimmed and cannot be changed. 8. When you are finished, click **Save**. A confirmation message displays. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-simc2hnu.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 5. To remove the payment from the invoice, click **unapply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-x92665vl.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)*Unapply Credit* opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-49s68aie.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 1. Click **Confirm** to continue. A confirmation message displays. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-epuq3o3s.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 6. To delete the payment from the invoice, click **X**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-jo98mko0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)*Delete Credit* opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-7lv8un1x.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 1. Click **Confirm** to continue. A confirmation message displays. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-bw3qdsbj.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) ## Delete a payment credit from Payments 1. [Search for the payment](/construction/docs/use-search-in-servicetitan) you want to delete. 2. Click the *Invoice #* you want. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-g3sjt9js.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)The *Invoice* screen opens. 3. In the side menu, click **Collect and apply payment**. The *Collect and Apply Payments* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-nixf6x7k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 4. Under *Payment Details*, click **Credits**. 5. Click **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%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)**for the payment credit you want to delete and select **Delete Credit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-zfcsmtq2.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)A confirmation pop-up opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-kutntcd6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 6. Click **Confirm**. A confirmation message opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-cbskbldv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) ## Edit a payment credit from Payments > [!NOTE] > **Note:** You can't edit a payment that is partially or fully refunded. Delete the refund before trying to edit the payment. 1. [Search for the payment](/construction/docs/use-search-in-servicetitan) you want to edit. 2. Click the *Invoice #* you want. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-3ren8pey.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 3. The invoice record opens. In the side menu, click **Collect and apply payment**. The *Collect and Apply Payments* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-lvut2w2h.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 4. Under *Payment Details*, click **Credits**. 5. Click **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%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)** for the payment credit you want to edit and select **Edit Credit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-lxba6ekb.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D)The *Edit Credit* pop-up opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-iojig1xe.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 6. Depending on the payment method, you can edit: 1. **Date**: Revised date 2. **Payment Type**: Select **Cash**, **Check**, or **Credit Card** from the dropdown 3. **Auth/Check Number**: New authorization or check number 4. **Memo**: Your internal memo for the payment credit 7. If you'd like to Batch the payment for export: 1. Click **Save & Batch** to save the payment and batch it at the same time. The *Batch Payment* pop-up opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-unagkxd4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 2. From the dropdown, select an open batch to add the payment to. > [!NOTE] > **Note:** Batches must be created first from the *Accounting* screen before appearing in this dropdown. 3. Click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-payments-on-invoices-image-k3z3k38k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) 8. When you're done, click **Update & Save**. ## Edit or delete payments from the customer profile 1. Search for and go to the customer profile where the payment was made. 2. In the side menu, click **Payments** to view all payments linked to this profile. 3. Find the payment you want to edit or delete. 1. On the payment you want to edit, click **Actions > Edit Payment**. 2. On the payment you want to delete, click **Actions > Delete Payment**. 4. If you are editing a payment, make the changes and click **Save**. 5. If you are deleting a payment, click **Confirm** on the confirmation popup. ## FAQ --- ### Deleting and managing payments #### Can I delete a payment from a posted batch? Yes, you can delete a payment from a posted batch but you need to unpost the batch first and unbatch the payment. To delete a payment from a posted batch: 1. Use the search bar in the *Accounting* screen to locate the batch. 2. When you see the batch you're searching for, click the batch. 3. Click **Unpost the selected batch** from the *Select a Batch* dropdown. 4. After confirming, go the *Payments* section on the batch and locate the payment you want to delete. 5. Click **Unbatch** on that payment. 6. Click **Customer Payments** from the side menu on the *Accounting Screen* and search for the payment. 7. On the payment you want to delete, click the **Actions** icon and select **Delete Payment**. #### Why can't I delete payments from invoices? You must have the *Create payment* and *Delete payment* permissions enabled to delete payments from the invoice record. > [!WARNING] > **Caution:** Use caution when handling payments to prevent mistakes. #### What happens to the customer's credit card if an overpayment/credit is deleted from their profile? Will my customer's credit card get changed again? Deleting a payment will not charge your customer's credit card again. If there is an extra payment from the customer, you can delete the extra payment. For more, see [Edit or delete payment credits with Payment Collections](/construction/docs/edit-or-delete-payments-on-invoices). #### Can I transfer a payment credit from one customer to another? Payment credits cannot be transferred in ServiceTitan. To accomplish this, you need to [delete the payment](/construction/docs/edit-or-delete-payments-on-invoices#delete-a-payment-credit-from-payments) from one customer and then separately [collect the payment](/construction/docs/collect-a-payment) for the other. --- ### Payment tracking and troubleshooting #### How can a payment be captured and linked to a customer but not attached to any invoice? An invoice may not be linked to a payment if a technician collects a payment for an estimate while on a job. You can use the [All Payments report](/construction/docs/all-payments-report-1) to find the payment and research where the payment came from. #### Why is there credit on a customer profile? This happens if a payment was made in excess of what was needed on the invoice, or multiple invoices, it was applied to. You can decide whether to refund the credit or use it for future invoices. #### How can I find out who collected a payment on an invoice? You can use the [All Payments Report](/construction/docs/all-payments-report-1) to find out who collected the payment and the amount applied to the invoice. #### How can I tell how many attempts were made to charge a customer's credit card? You can use the [All Payments report](/construction/docs/all-payments-report-1) to review all payments you've collected, including credit card payments. --- ### Adding payments and export #### How to add a payment to an exported invoice? On the **Accounting** screen, select the batch from the dropdown (this is the batch of the exported invoice that you are trying to add a payment to). Click the invoice to which you are adding a payment. Then, click **Add a payment**. #### Why is my invoice showing as paid with a credit card but without an authorization code? A credit card payment without an authorization code may indicate that the payment was saved as a payment record only and the credit card wasn't charged. This happens when you enter a payment with a payment type of Credit Card and you select the **Save without charging** option. To confirm that the credit card wasn't charged, check the Payment Gateway for the transaction. If needed, you can [delete the payment](/construction/docs/delete-a-payment-that-cannot-be-edited-or-unapplied) and charge the credit card again to ensure an actual charge. #### How do I export check numbers to the Reference No. field in QuickBooks Online? To export check numbers to the **Reference No.** field in QuickBooks Online, enter the check number in the **Memo** field of the *Add Payment* screen when entering a check payment. Values in this field transfers to the **Reference No.** field in QuickBooks Online when exporting. ## Want to learn more? - See [Payments](/construction/docs/payments-home) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)