---
title: "How to Clear Credit from a Customer Profile"
slug: "how-to-clear-credit-from-a-customer-profile"
updated: 2026-03-27T01:36:28Z
published: 2026-03-27T01:36:28Z
---

> ## 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 to Clear Credit from a Customer Profile

## Problem

You need to remove credit from a customer's profile due to the following scenarios:

- Double charge
- Payment created incorrectly
- Payment collected on the wrong customer

## Solution

Follow the steps outlines below to clear credit from a customer profile.

### Clear credit from a customer profile

1. [Create an adjustment invoice.](/v1/docs/create-an-adjustment-invoice)
2. On the adjustment invoice, add a placeholder task and set the amount to the amount of credit that needs to be removed.
3. Go to the customer profile.
4. On the customer profile screen, click **More** and select **Collect Payment** from the dropdown.
5. On the *Collect and Apply Payments* screen, apply the credit you want to remove to the adjustment invoice you created in step 1.
6. Go back to the adjustment invoice and add a payment with the amount the same as the credit but in negative. For example, if the amount was $25.00, enter *-$25.00*.
7. On the adjustment invoice, delete the placeholder task you added on step 2.
8. Save the adjustment invoice.

After completing these steps, the credit is removed from the customer's profile.