How to Remove a Wrong Check in ServiceTitan

Problem

You need to delete a check that was recorded incorrectly in ServiceTitan.

Solution

1. Find and go to the invoice number to which the payment is connected.

2. On the invoice screen, check if the payment is already exported by looking at the Export Status of the payment.

3. If the payment is already exported, create an adjustment invoice.

4. In the adjustment invoice screen, create a negative payment equal to the amount of the payment and save it.

5. Check the invoice balance. If there is still a balance, remove the tasks depending on what you want the invoice to reflect.

6. Export the invoice.