Troubleshooting
Role: Administrator · Bookkeeper · Office Admin Area: Accounting, Invoicing · All product versions
What you're seeing
You try to process a refund through the automated refund workflow, but it doesn't complete. ServiceTitan blocks it with the error: Jo’b parameter is not set for 'Job Invoice' configuration. No refund is created and the invoice keeps its original balance.
Why this happens
Reason 1
The invoice was imported without a linked job and invoice ID.
The automated refund workflow needs both a linked job and invoice ID before it can build the refund accounting, so it stops with this error.
Before you start
You need the Create payment refund and Add an adjustment invoice permissions to process a refund and create an adjustment invoice. If you don't have it, contact your administrator.
How to fix it
Work through these checks in order. Stop as soon as the refund processes.
1Confirm the Automated Refund Workflow is fully configured
Use this if you haven't confirmed the workflow setup — an incompletely configured workflow can also block refunds.
Go to Settings > Invoicing > Payment Collections.
Confirm Automated Refunds Workflow is toggled to Active.
In the Assign Service section, confirm each refund reason is mapped to a Pricebook task and a GL account.
In the Assign Payment Type section, confirm each refund method is mapped to a payment type and a GL account.
Confirm the refund task is not marked as taxable in the Pricebook.
Return to the invoice and retry the refund.
✓ Next · If the workflow was incompletely configured, completing it may resolve the error. If the refund still fails, continue to Check 2.
2If the invoice was imported, contact Support before adjusting manually
Use this if the invoice was imported into ServiceTitan and is missing its job and invoice ID.
This error is caused by an imported invoice that is missing its job and invoice ID. Because the underlying record is incomplete, Support may be able to correct it at the source rather than leaving a broken invoice in place.
Contact Technical Support at go.servicetitan.com/ask and provide the invoice number, the customer name, and confirmation that the invoice was imported (and from where). Ask whether the missing job/invoice ID can be corrected on the record.
✓ Done · Support corrects the missing job/invoice ID on the record and the refund can process through the workflow.
3Record the refund manually (fallback)
Use this if the refund still can't be processed through the workflow.
Process the refund outside ServiceTitan, through your payment gateway or accounting software.
On the original invoice, create an adjustment invoice.
Add a negative payment to the adjustment invoice for the refund amount. Click Save, not Charge — payment processors don't accept negative charges.
If the balance isn't zero, add a negative task to the adjustment invoice so the original invoice nets to zero.
✓ Done · The original invoice balance returns to net zero and the refund is recorded against the adjustment invoice.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
The invoice number and customer name
The exact error message: Job parameter is not set for 'Job Invoice' configuration
Whether the invoice was imported into ServiceTitan, and from where
The refund amount and date
Which checks from this article you already tried
Want to learn more?
Create an adjustment invoice ›
How to create an adjustment invoice to correct a posted invoice balance.
Set up automated refund workflow ›
How to configure the automated refund workflow, including service and payment-type mappings.
Automated Refund Error: Object reference not set to an instance of an object ›
Troubleshooting a related automated-refund error.