Service Titan Knowledge Base

Edit or delete a refundLast updated on 03/31/2022

ServiceTitan’s automated refund workflow helps you save time editing and deleting refunds. If a refund was made and then later found to be in error, you can edit or delete the refund.

Things to know

  • Reasons for editing a refund:

    • Change the date

    • Change the payment type

    • Change the payment amount

    • Change the auth/check number

  • Reasons for deleting a refund:

    • The refund was applied to the wrong invoice

    • The refund was for the wrong amount

  • You can edit or delete refunds for

    • Payments applied to an invoice

    • Payments not applied to an invoice

Edit a refund

You can edit the refund date, payment type, payment amount, auth/check number, and memo.

  1. Open the invoice and identify the refund payment you want to edit.

  2. Click Edit icon-pencil.png to edit the refund.

    Edit Payment opens.

  3. Update the fields in the Payment Details section as needed.

When you edit amount:

  • The new amount must not be more than the original payment amount.

  • The new amount must be negative.

  • Payment transaction status must be blank, pending, or failed.

  • Payment status must be pending.

Note: Balance Remaining on the invoice can’t be negative.

4. Click Save.

Delete a refund

If a payment is applied to the wrong invoice, delete the refund.

  1. Open the invoice where the wrong refund is applied.

  2. Click Delete icon-close.pngto delete the refund.

    Delete Refund opens.

  3. Click Confirm.

    1. If after deleting the refund you need to create a new refund you can:

      1. Re-issue the refund.

        Tip: To learn how to process a refund, see Create a refund for an overpayment.

      2. Add a negative payment and book the refund again.

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