How to Revert a Deleted Credit Card Payment

Introduction

Go to the customer's profile, select Collect payment, and enter the payment details. Save without charging to record the payment as available credit. If exported, bypass the batch to avoid duplicate records in your accounting software.

Problem

You have accidentally deleted a payment of a customer that was already charged. You want to make sure there is a record in ServiceTitan of that payment.

Solution

Workflow Summary

1. Find and go to the customer profile and click the More icon on the top right.

2. From the dropdown, select Collect payment.

3. In the Collect and Apply Payments screen, fill in all the details of the payment. 

4. In the Apply Payment section, choose whether to apply it to the invoice or the customer profile.

5. Click on the dropdown arrow on the Charge option from the bottom-right corner of the screen and select Save without charging.

6. The payment is now recorded and collected as a credit available for the customer.

Note: If the deleted payment has already been exported to your accounting software, add this payment to a batch and bypass the batch to avoid having two records of the same payment in your accounting software. For more on bypassing a batch, see Bypass exporting a batch to accounting software.