---
title: "How do I convert a negative balance to a credit?"
slug: "how-do-i-convert-a-negative-balance-to-a-credit"
updated: 2026-03-27T01:36:04Z
published: 2026-03-27T01:36:04Z
---

> ## 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 do I convert a negative balance to a credit?

## Problem

You have a customer who overpaid on an invoice. ServiceTitan shows this as a negative balance. How can you turn this into credit for future use?

## Solution

Follow the workflows outlined below.

### Unapply the payment on the invoice

1. [Search for](/v1/docs/use-search-in-servicetitan) and go to the invoice where the overpayment occurred.
2. On the invoice record, find the overpayment in the *Payments* section and click **unapply**.
3. This places the entire payment balance as a credit on the customer profile.

### Re-apply the payment on the invoice

1. On the same invoice record, click **Collect and apply payment**.
2. On the *Collect and Apply Payments* screen that opens, select **Credits**.
3. Select the payment you unapplied earlier.
4. Select **Apply to invoice**.
5. Select the invoice you want to apply the payment to.
6. Under the *Amount Applied* column for that invoice, enter the amount you want to apply.
7. When finished, click **Save**.
8. The remaining balance on the overpayment will be stored as credit in the customer profile.

### If payment is already exported

If the customer payment has already been exported, you can create add credit to the customer profile for the amount overpaid. For more, see [How to add a credit to a customer profile](/v1/docs/how-to-add-a-credit-to-a-customer-profile).