How do I unapply and reapply payments for multiple invoices?

Problem

An invalid check payment was applied to multiple invoices and needs to be removed. Additionally, a new payment must be applied to the invoices.

Solution

Removing the Invalid Payment

1. Make sure you have the View customer payments hub permission enabled for your user account.

2. Search for and go to one of the invoices the invalid check was applied to.

3. On the invoice record, go to the Payments section and click unapply on the payment.

4. Repeat steps 2-3 for every invoice the invalid check was applied to.

5. When finished, the unapplied payment will create a credit in the customer's profile for the total amount of the invalid check.

6. Now, refund the payment. This creates a negative payment of the same amount. It will also be exported to your accounting software. This cancels out the payments already applied to each invoice.

Applying the New Payment

1. After removing the invalid payment, you are ready to apply the new payment.

2. Search for and go to the customer's profile.

3. On the customer profile, click Collect > Collect Payment.

4. On the Collect and Apply Payments screen, enter the new check payment details. Make sure to include the correct amount and check number.

5. Apply this new payment to the invoices that had the invalid check removed.

Note: If your invoices have already been batched over to your accounting software at the beginning of the month, make sure the changes you make in ServiceTitan are also reflected there. This ensures your accounting records stay accurate.