---
title: "Invoice Missing from Collect and Apply Payment Screen"
slug: "invoice-missing-from-collect-and-apply-payment-screen"
updated: 2026-03-27T20:42:39Z
published: 2026-03-27T20:42:39Z
---

> ## 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 Collect and Apply Payment Screen

## Problem

Invoices won't appear on the Collect and Apply Payment screen if their balance is $0 or less. To ensure accurate tracking and accounting, refunds typically require positive and negative payments to be applied to invoices with balances of $0 or less.

## Solution

In order to interact with an invoice with a balance of $0 or less, you will need to add a temporary task with a positive price total to create a balance. From there, you can apply positive or negative payments and then delete the task, bringing the balance back to $0 or less as needed.

In the event that the original invoice is already posted or exported, this will need to be done on an adjustment invoice.

**Note:**Negative payments can only be added on Adjustment Invoices.

### Add an Adjustment Invoice

To create an adjustment invoice:

1. Navigate to the invoice.
2. Click **Add an adjustment invoice** on the left side.
3. Click **OK.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-missing-from-collect-and-apply-payment-screen-image-7sbupyef.png)

**Note:**Adjustment invoices can only be created if the invoice is posted or exported unless the *Create adjustment invoices before the original invoice* configuration is enabled.

### Add a Dummy Task to the Invoice

To add a dummy task:

1. Click **Add a task** on the left side.
2. Type at least one letter into the *Name* field to bring up pricebook items.
3. Change the *Unit Price* to match the positive payment that you need to apply to this invoice.
4. Click **Save.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-missing-from-collect-and-apply-payment-screen-image-xdi3wpcs.png)

### Apply Payment to the Invoice

To apply a payment to the invoice:

1. Click **Collect and apply payment.**
2. Click the **Credits** section and select the payment(s) that need to be applied to the invoice.
3. Click **Apply to Invoice** and select the invoice.
4. Click **Save.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-missing-from-collect-and-apply-payment-screen-image-8ex1teso.png)

### Delete the Dummy Task

To delete the dummy task from the invoice:

1. Click the **x** next to the task.
2. Click **OK** when prompted. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/invoice-missing-from-collect-and-apply-payment-screen-image-u7a0fd4s.png)
3. If an adjustment invoice was created to house the dummy task this can also be deleted.

### Related Content

- [Refund payment applied to an invoice](/v1/docs/refund-payment-applied-to-an-invoice)
- [Edit or delete a refund](/v1/docs/edit-or-delete-a-refund)
- [Edit or delete payments on invoices](/v1/docs/edit-or-delete-payments-on-invoices)