Exported a Payment Under the Wrong Customer Name

Problem

You have exported a payment in ServiceTitan under the wrong customer name and need to fix it but the invoice is in the correct customer name.

Solution

1. Create an adjustment invoice from the original invoice.

2. On the adjustment invoice screen that opens, click Add a payment and add a negative payment of the same amount.

3. Select a payment type of Refund or indicate in the memo that this is a refund.

4. Click Save.

5. On the adjustment invoice screen, click Update invoice details.

6. On the Bill To field, select the customer who was incorrectly charged.

7. Click Save.