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Add an existing payment to another invoiceLast updated on 03/22/2022


Standalone payment (not associated with a project)

If a payment is attached to a single invoice not in a project, you will be able to move the payment to another invoice if the payment is Pending or Posted, but not if the payment is Exported:

  • If the payment is Pending, you can delete the payment and manually re-add the payment to the correct invoice.

  • If the payment is Posted, you can unpost the batch, delete the payment, and manually re-add the payment to the correct invoice.

  • If the payment is Exported, you cannot move the payment.

Note: If the payment is Exported, you can add a negative payment to the invoice to offset the original incorrect payment. Then, you can manually re-add the correct payment to the correct invoice.


Payment in a project

If a payment is in a project, you will be able to move the payment to another invoice if the payment is Pending, but not if the payment is Posted or Exported:

  • If the payment is Pending, you can move the payment to any other invoice in the project.

  • If the payment is Posted, you can unpost the batch and move the payment to any other invoice in the project.

  • If the payment is Exported, you cannot move the payment.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.