Invoice missing from the list of applicable invoices for a check payment

Problem

An invoice with a negative balance is not appearing in the list of applicable invoices for a check payment, preventing the payment from being applied correctly.

Solution

Understand that a negative balance on an invoice is considered a credit and cannot be collected on in ServiceTitan.

If an invoice has already been issued, but it is not appearing in the list of applicable invoices for a check payment, follow these steps:

1. Search for and go to the invoice not appearing in the list of applicable invoices for payment.

2. On the invoice record, check if there is a negative balance due to a task.

3. If the invoice has a negative balance due to a task, add a positive task to generate a balance.

4. Once the credit invoice has a positive balance, it will appear in the list of applicable invoices for a check payment.

5. Apply the check payment to the credit invoice and any other applicable invoices.