---
title: "Processing a Chargeback in ServiceTitan"
slug: "processing-a-chargeback-in-servicetitan"
updated: 2026-03-27T20:42:14Z
published: 2026-03-27T20:42:14Z
---

> ## 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.

# Processing a Chargeback in ServiceTitan

## Problem

You received a chargeback on a payment and need to record it in ServiceTitan. You normally use the automated refund feature, but you're not sure how to apply it in this case.

## Solution

To record a chargeback in ServiceTitan, create a payment type for chargebacks then use the automated refund workflow to record the chargeback.

### Record a chargeback in ServiceTitan

1. [Set up a new payment type](/v1/docs/set-up-payment-types-in-servicetitan) and label it as *"Chargeback."* ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/processing-a-chargeback-in-servicetitan-image-u6twe5av.png)
2. [Search for](/v1/docs/use-search-in-servicetitan) and go to the invoice associated with the chargeback.
3. On the invoice record, locate the payment that was charged back.
4. Click **refund** on that payment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/processing-a-chargeback-in-servicetitan-image-qm1uoaql.png)
5. For *Refund Reason*, select *Other* and enter *"Chargeback."*
6. Enter the full amount of the chargeback in the *Amount* field.
7. For *Refund Method*, select *Cut check in Accounting Software*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/processing-a-chargeback-in-servicetitan-image-qmh2hto1.png)
8. Click **Save**.
9. In the next section, click **Advanced Options** if you want to add a memo to the invoice or payment or change the date.
10. When finished, click **Save**.
11. Click **Process Refund** to process the refund.