--- title: "Invoice missing from the Collect and Apply Payment screen" slug: "invoice-missing-from-collect-and-apply-payment-screen" updated: 2026-07-23T22:01:46Z published: 2026-07-23T22:01:46Z canonical: "help.servicetitan.com/invoice-missing-from-collect-and-apply-payment-screen" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Invoice missing from the Collect and Apply Payment screen ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/anvil-wrench.png) Troubleshooting **Role:** Administrator · Bookkeeper · Office Admin**Area:** Accounting · Payments · Invoicing · All business types ## **What you're seeing** You're trying to apply a payment to an invoice on the **Collect and Apply Payment** screen, but the invoice doesn't appear in the list. This happens with invoices whose balance is $0 or less — for example, an invoice that's already fully paid, or one pushed negative by a refund or a bounced/NSF check. ## **Why this happens** There is 1 common reason. **Reason 1** **The screen only shows invoices with a positive balance.** If an invoice's balance is $0 or less, there's nothing for the screen to collect against, so it's hidden — even when you legitimately need to apply a positive or negative payment to it (for example, to record a refund or fix a balance). To work with it, you temporarily give the invoice a positive balance, apply your payment, then remove that temporary balance. ## **How to fix it** Temporarily add a task to create a positive balance, apply your payment, then remove the task. Run these steps in order. ### **Before you start** - Negative payments can only be added on adjustment invoices. If you need to apply a negative payment, you'll do it on an adjustment invoice rather than the original. - Adjustment invoices can only be created once the original invoice is posted or exported, unless the **Create adjustment invoices before the original invoice** configuration is enabled. > [!NOTE] > **Note:** If you're doing this to record a refund and your account uses the Automated Refund Workflow, you may not need the manual steps below. With the Automated Refund Workflow enabled, ServiceTitan creates the credit memo and negative payment for you. The Automated Refund Workflow applies only to payments that have not yet been exported to your accounting system; if the payment was already exported, use the manual steps below or contact Technical Support. The manual workaround below is still the method for non-refund cases, such as applying an existing credit to an invoice with a $0 balance. ### **1****If the original invoice is posted or exported, create an adjustment invoice** Skip this step if the invoice isn't posted or exported yet — you can work on the original. 1. Navigate to the invoice. 2. On the left side, click **Add an adjustment invoice**. 3. Click **OK**. > [!NOTE] > **✓ Next ·** Continue to Step 2 to add a temporary task. ### **2****Add a temporary task to create a balance** 1. On the left side, click **Add a task**. 2. Type at least one letter in the **Name** field to bring up pricebook items, and pick one. 3. Change the **Unit Price** to match the payment amount you need to apply. 4. Click **Save**. > [!NOTE] > **✓ Next ·** The invoice now has a positive balance. Continue to Step 3 to apply the payment. ### **3****Apply the payment** 1. Click **Collect and apply payment**. 2. Click the **Credits** section and select the payment(s) to apply. 3. Click **Apply to Invoice** and select the invoice. 4. Click **Save**. > [!NOTE] > **✓ Next ·** Continue to Step 4 to remove the temporary task. ### **4****Remove the temporary task** 1. Click the **x** next to the task, then click **OK** when prompted. 2. If you created an adjustment invoice just to hold the temporary task, you can delete it too. > [!NOTE] > **✓ Done ·** The payment is applied, and the invoice balance returns to $0 or less. ## **Still not working?** Contact ServiceTitan Technical Support at [**go.servicetitan.com/ask**](https://go.servicetitan.com/ask) with: - The customer name and the invoice number - The invoice's current balance and status (for example, Posted or Exported) - The payment(s) you're trying to apply (amount, positive or negative) - Which steps from this article you already tried ## **Want to learn more?** [**Refund a payment applied to an invoice ›**](https://help.servicetitan.com/docs/refund-payment-applied-to-an-invoice) How to reverse a payment that's already been applied to an invoice. [**Edit or delete payments on invoices ›**](https://help.servicetitan.com/docs/edit-or-delete-payments-on-invoices) How to change or remove a payment recorded against an invoice. [**Create an adjustment invoice ›**](https://help.servicetitan.com/docs/create-an-adjustment-invoice) How to create an adjustment invoice against a posted or exported original. [**Set up the automated refund workflow ›**](https://help.servicetitan.com/docs/set-up-automated-refund-workflow) How to enable ServiceTitan to create the credit and negative payment for you automatically.