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Unapply a payment creditLast updated on 03/22/2022

You can remove a payment from an invoice by unapplying it. For example, if you apply payment credit to the wrong invoice, you can unapply it to revert the action.


Things to know

A payment credit can only be unapplied if either the payment or the invoice is not yet exported. You cannot unapply a payment credit if both the payment and invoice are exported.


Unapply a payment credit

To unapply a payment credit from an invoice:

  1. Go to the navigation bar and click the Search icon.

  2. From the search dropdown, select Payment and click the Search icon.

  3. Click the payment you want to unapply.

  4. The invoice record opens.

  5. In the side menu, click Collect and apply payment. The Collect and Apply Payments screen opens.

  6. Under Payment Details, select Credits.

  7. Click More icon-more.png for the payment credit you want to unapply and select Unapply credit.

    A confirmation notification opens.

  8. Click Confirm.

You can find the unapplied credit in the Available Credit tab.


Unapply a payment credit from a specific invoice

To unapply a payment credit from a specific invoice:

  1. Go to the navigation bar and click the Search icon.

  2. From the search dropdown, select Payment and click the Search icon.

  3. Click the payment you want to unapply.

  4. The invoice record opens.

  5. In the side menu, click Collect and apply payment. The Collect and Apply Payments screen opens.

  6. Under Payment Details select Credits.

  7. Stay on the Available Credit tab or click the Applied Credit tab depending on where the payment credit is that you want to unapply.

  8. Click the carat for the payment credit you want to unapply.

  9. Click Unapply for the invoice you want to unapply the payment credit from.

    A confirmation notification opens.

  10. Click Confirm.

You can find the unapplied credit in the Available Credit or Applied Credit tab.


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