How to void a refund in ServiceTitan

Problem

You need to void a refund but ServiceTitan does not directly support voiding refunds.

Solution

You must void it in your payment portal and then adjust the transaction in ServiceTitan.

Void the refund in your payment portal

1. Go to your payment portal. This is where you processed the original refund.

2. Find the refund transaction you want to void.

3. Follow your payment portal's process to void the refund. Each portal has its own steps for this.

Reflect the voided refund in ServiceTitan

1. Search for and go to the invoice or customer associated with the refund.

2. On the invoice record, create a refund adjustment invoice. This will reflect the voided refund in ServiceTitan.        

   1. If you are using the Automated Refund Workflow, follow the steps outlined here.

   2. If you are not using the Automated Refund Workflow, follow the steps outlined here.

3. Enter the details of the voided refund in the adjustment invoice. Make sure it matches the voided transaction in your payment portal.

4. When finished, click Save.