What is the process for canceling a credit card payment that was mistakenly added to an invoice through ServiceTitan Mobile without an integrated payment processor?

Problem

A credit card payment was mistakenly added to an invoice, but your account isn't set up with a credit card processor. You need to remove this payment.

Solution

Since your account isn't set up with a credit card processor, the charge to the customer did not go through. Since the charge did not go through and the invoice has not yet been exported, you will only need to delete the payment from the invoice.

Canceling credit card payment mistakenly added to an invoice through ServiceTitan Mobile

1. Search for and go to the invoice where the payment was mistakenly added. Use the invoice number for quick access.

2. Find the payment entry on the invoice. Look for a credit card payment.

3. Click the Delete option next to the payment entry. This action will remove the payment from the invoice as if it was never collected. 

4. Confirm the payment has been removed by checking the invoice's payment section. It should no longer list the mistakenly added payment.

By following these steps, you can easily cancel a mistakenly added credit card payment on an invoice in ServiceTitan Mobile, even without an integrated payment processor.