---
title: "How to Apply a Payment to the Correct Invoice or Customer Profile"
slug: "apply-a-payment-to-the-correct-invoice-or-customer-profile"
updated: 2026-03-27T01:37:55Z
published: 2026-03-27T01:37:55Z
---

> ## 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.

# How to Apply a Payment to the Correct Invoice or Customer Profile

## Problem

If a payment was collected on the wrong invoice or customer profile, you may need to apply it to the correct one.

## Solution

### If the payment is applied to an invoice

1. Go to the invoice and [unapply the payment from the invoice](/v1/docs/unapply-a-payment-credit#unapply-a-payment-credit-from-a-specific-invoice).
2. Make note of the payment details, such as amount, payment type, and authorization code, if available.
3. [Delete the payment from the invoice](/v1/docs/edit-or-delete-payments-on-invoices#edit-unapply-or-delete-a-payment-credit-from-an-invoice).
4. Go to the correct invoice or customer profile to which the payment should be applied.
5. If applying to an invoice, on the invoice screen:
  1. Click **Collect and apply payment**.
  2. On the *Collect and Apply Payments* screen, enter payment details.
6. If applying to a customer profile:
  1. On the customer profile screen, click the **More** icon
  2. On the dropdown, select **Collect Payment**.
  3. On the *Collect and Apply Payments* screen, enter payment details.
7. If the payment type is a check, click **Save**.
8. If the payment type is a credit card, click the down arrow on the **Charge** option and select **Save without Charging**.

### If the payment is on a customer profile

1. Go to the customer profile from which the payment was collected incorrectly.
2. In the side menu, click **Payments**.
3. Locate the payment incorrectly collected and click the **More** icon.
4. On the dropdown, select **Delete Payment**.
5. Click **Confirm**.
6. Go to the correct invoice or customer profile to which the payment should be applied.
7. If applying to an invoice, on the invoice screen:
  1. Click **Collect and apply payment**.
  2. On the *Collect and Apply Payments* screen, enter payment details.
8. If applying to a customer profile:
  1. On the customer profile screen, click the **More** icon
  2. On the dropdown, select **Collect Payment**.
  3. On the *Collect and Apply Payments* screen, enter payment details.
9. If the payment type is a check, click **Save**.
10. If the payment type is a credit card, click the down arrow on the **Charge** option and select **Save without Charging**.