How can I zero out a canceled membership’s billing invoice balance?

Problem

You have an unpaid membership billing invoice for a customer who canceled their membership, and you need to zero out the invoice and remove it from the accounting page without leaving a balance.

Solution

Note: This process is not applicable to Deferred revenue memberships or invoices that have already been exported. If the invoice is exported, use another task on a adjustment invoice zero out the invoice.

If you have a cancelled membership, but it already has a billing invoice created that is creating a balance on the customer profile:

1. Go to the billing invoice related to the canceled membership.

2. Delete the task from the invoice. This action will zero out the balance.

3. Confirm that the invoice now shows a $0 balance.

After the balance is cleared:

1. Go to the navigation bar and click Accounting.

2. Locate the invoice under the Unbatched section.

3. Batch the invoice as you normally would. This moves the invoice out of the Unbatched section.

4. After batching, you can either export the $0 invoice or bypass it if you don’y want to send this $0 invoice to your accounting system.

The invoice will remain in ServiceTitan, but will not affect your accounting records since it has a $0 balance.