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.
Click Edit to edit the refund.
Edit Payment opens.
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.
Click Delete to delete the refund.
Delete Refund opens.
If after deleting the refund you need to create a new refund you can:
Re-issue the refund.
Tip: To learn how to process a refund, see Create a refund for an overpayment.
Add a negative payment and book the refund again.
Want to learn more?
Visit the Academy and enroll in Payment Collections: Setting Up and Implementing the Automated Refunds Workflow
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.