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