How to Reflect Refund on Invoices in ServiceTitan

Problem

You need to reflect a refund on an invoice in ServiceTitan. The payment has not yet been voided or refunded through the Payment Gateway.

Solution

1. Search for and go to the invoice that includes the payment that you need to refund.

2. Go to the payment that needs to be refunded.

3. Click the Refund icon and confirm that the payment has not already been voided or refunded via the Payment Gateway.

4. Reflect the refund in ServiceTitan by adding an adjustment invoice.

5. On the adjustment invoice, add a payment and select Refund as the payment type.

6. Enter the amount as a negative value equal to the refund amount.

7. When finished click Save.

8. Check the invoice balance.

9. If you need to reverse the revenue, delete the task on the invoice.        

   1. If the invoice has already been exported, add the same task on the adjustment invoice you created in step 4 with a negative quantity of 1.

10. Repeat steps 1-9 for each invoice that needs a refund reflected.

11. If the customer overpaid, repeat steps 1-7.

Note: The refund shows as a negative payment in the Payments section of the invoice.