Cancel paymentsLast updated on 03/22/2022
If you no longer want an initiated payment to be processed, you can cancel the payment before you send it for processing. However, you have a short timeframe to cancel a payment before funds are drawn from your account.
Note: To cancel a payment that you already sent to be processed, contact the payment processor listed in the confirmation email you receive. Those payments can’t be canceled within ServiceTitan.
Things to know
If you haven’t already enabled Payables, see Set up Payables.
Cancel a payment
Go to the navigation bar and click Accounting.
In the side menu, click Payments.
Click the Initiated tab.
Click the payment that you want to cancel. Tip: Use the filters to quickly find a payment.
The payment record opens.
Click Cancel Transaction.
A Confirmation pop-up opens.
Click Cancel Transaction to confirm that you want to cancel the transaction. The payment record status updates to Canceled.
Want to learn more?
See other articles in Payables.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.