How to Fix Invoice Balance After Applying Refund Incorrectly

Problem

You need to delete a refund because it was applied incorrectly and a task was added. This created an incorrect and negative invoice balance.

Solution

1. Reprocess the refund outside of ServiceTitan using the automated refund workflow.        

   1. On the Refund Reason section, select Other.

2. Save the refund.

3. Go to the original invoice and change the price of the task to adjust the invoice balance.

4. Save the changes made to the invoice.