---
title: "Edit or delete a refund"
slug: "edit-or-delete-a-refund"
updated: 2026-03-27T18:27:07Z
published: 2026-03-27T18:27:07Z
canonical: "help.servicetitan.com/edit-or-delete-a-refund"
---

> ## 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 a refund

## Overview

ServiceTitan’s automated refund workflow helps you save time editing and deleting refunds. If a refund was made and then later found to be in error, you can edit or delete the refund.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- Accounting permissions are required to use this feature. Please contact the account administrator on your team.

## Things to know

- Reasons for editing a refund:
  - Change the date
  - Change the payment type
  - Change the payment amount
  - Change the auth/check number
- Reasons for deleting a refund:
  - The refund was applied to the wrong invoice
  - The refund was for the wrong amount
- You can edit or delete refunds for
  - Payments applied to an invoice
  - Payments not applied to an invoice
- You can't refund invoices in bulk.

## Edit a refund

You can edit the refund date, payment type, payment amount, auth/check number, and memo.

1. Open the [invoice and identify the refund payment you want to edit](/v1/docs/use-search-in-servicetitan).
2. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)** to edit the refund. ![Payment details showing a pending refund of $200.00 dated 6/11/2021.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-77iseyhi.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D) *Edit Payment* opens. ![Payment details for a refund including amount, date, and authorization code.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-c1og4f8r.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)
3. Update the fields in the *Payment Details* section as needed. When you edit the amount:

- The new amount must not be more than the original payment amount.
- The new amount must be negative.
- Payment transaction status must be blank, pending, or failed.
- Payment status must be pending.

![Payment details showing transaction status as pending for a refund check.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-xww8n8yc.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)

> [!NOTE]
> **Note:** *Balance Remaining* on the invoice can’t be negative.

![Invoice application interface showing balance remaining and total amount applied details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-ywqjsvwz.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)

1. Click **Save**.

## Delete a refund

If a payment is applied to the wrong invoice, delete the refund.

1. Open the [invoice where the wrong refund is applied](/v1/docs/use-search-in-servicetitan).
2. Click **Delete ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)**to delete the refund. ![Pending refund transaction details including date, amount, and status information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-4ysjsf27.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D) *Delete Refund* opens.
3. Click **Confirm**. ![Confirmation prompt for deleting a refund payment record with cancel and confirm options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-or-delete-a-refund-image-jbcerl95.png?sv=2026-02-06&spr=https&st=2026-10-12T22%3A09%3A29Z&se=2026-10-12T23%3A09%3A29Z&sr=c&sp=r&sig=PcZwqrJ1k1zqrUiIKlbJXa3AqX7Pxsh6l7aob8dRhNg%3D)
  1. If after deleting the refund you need to create a new refund you can:
    1. Re-issue the refund.

> [!TIP]
> **Tip:** To learn how to process a refund, see [Create a refund for an overpayment](/v1/docs/create-a-refund-for-an-overpayment).
    2. Add a negative payment and book the refund again.

## Want to learn more?

- Visit the Academy and enroll in [Payment Collections: Setting Up and Implementing the Automated Refunds Workflow](https://servicetitan.docebosaas.com/academy/learn/courses/317/Payment-Collections-Feature-Setting-Up-&-Implementing-the-Automated-Refunds-Workflow)
- See [Apply credit or payment to an invoice](/v1/docs/apply-credit-or-payment-to-an-invoice)
- See [Delete or edit a payment credit](/v1/docs/edit-or-delete-payments-on-invoices)