Exporting credit card refunds with no invoice applied

Problem

When trying to export, an error message appears in relation to the refund payment in the batch: Export of credit card refunds with no invoice applied is not supported by ServiceTitan as of now.

Solution

1. In ServiceTitan, go to the batch that needs to be exported.

2. Locate the refund payment in the batch and identify the payment type being used.

3. Confirm you are using a Refund payment type. If not, change to the payment type being used.

4. Within settings, edit the Refund payment type of the refund to export as a Journal Entry with a liability account. Click Save.

5. Export the batch again.

Note: Changing the payment type to Journal Entry will allow the refund to track that it was paid.