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.

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.