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Can't mark a payment as resolved in the Accounting tab

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 Troubleshooting
Role: Administrator · Accountant · Bookkeeper · Office managerArea: Accounting · Customer Payments · All versions

What you're seeing

In the Accounting tab, you're trying to mark a payment as resolved, but the action won't go through.

Why this happens

There's one common reason.

Reason 1

It's usually a temporary browser display issue, not a problem with the payment.

The Mark as Resolved action lives on the Customer Payments screen and changes a failed payment's status to Resolved. When it won't go through, it's often a temporary browser display issue rather than a problem with the payment itself.

How to fix it

Run these checks in order. Most issues are resolved by Check 1.

1Mark the payment as resolved from Customer Payments

  1. On the navigation bar, click Accounting.

  2. In the side menu, click Customer Payments.

  3. Find the payment that needs to be marked as resolved.

  4. Click the More icon next to the payment and select Mark as Resolved.

✓ Done · The payment shows as resolved.

2If that didn't work, clear your cache and retry

  1. Clear your browser cache.

  2. Open a new browser tab.

  3. Repeat the Check 1 steps in the new tab.

✓ Done · The Mark as Resolved action goes through and the payment shows as resolved.

Still not working?

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

  • The customer name and payment amount

  • The payment date and how it was taken (office or field)

  • What happens when you click Mark as Resolved (error message, nothing happens, etc.)

  • Whether you already tried clearing your cache and a new tab

  • Which checks from this article you already tried

Want to learn more?

Use Customer Payments and Bank Deposits modules with the Transaction Hub ›
How the Customer Payments and Bank Deposits modules work together inside the Transaction Hub.

ServiceTitan tips and tricks ›
A collection of general ServiceTitan tips and best practices across the product.