---
title: "Refund unapplied payment when refund is not available on invoice"
slug: "refund-unapplied-pmt-when-refund-option-not-available-on-inv"
updated: 2026-03-27T01:39:26Z
published: 2026-03-27T01:39:26Z
---

> ## 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.

# How to refund an unapplied payment when the refund option is not available on an invoice

## Problem

You want to refund a payment that was unapplied from an invoice, but the refund option is not available. This situation often occurs with online payments.

## Solution

1. [Search for](/v1/docs/use-search-in-servicetitan) and go to the invoice.
2. [Create an adjustment invoice](/v1/docs/create-an-adjustment-invoice).
3. In the adjustment invoice, add a placeholder task with an amount equal to the amount you want to refund.

> [!NOTE]
> **Note:** Make sure the Taxable option is not selected.
4. Go to the customer profile and click **More > Collect Payment**.
5. On the *Collect and Apply Payments* screen, [apply the available credit to the adjustment invoice](/v1/docs/apply-credit-or-payment-to-an-invoice#apply-credit-or-payment-to-an-invoice-from-the-customer-profile) you created in step 2.
6. When finished, click **Save**.
7. Go back to the adjustment invoice and delete the placeholder task you added in step 3.
8. In the same adjustment invoice, click **Collect and apply payment**.
9. Enter a payment amount equal to the refund amount but in the negative. For example, if the refund amount is $100.00, enter *"-$100.00."*
10. Select a *Payment Type* of *Refund*.
11. When finished, click **Save**.