Service Titan Knowledge Base

Void a credit card transaction through ServiceTitan GatewayLast updated on 09/14/2022

Before you use ServiceTitan Gateway, you should try to process the refund directly in ServiceTitan. You can do this by navigating to the invoice and clicking the refund icon (the circular arrow) next to the payment.

Click here to learn how to issue refunds directly in ServiceTitan.


Void a transaction in the ServiceTitan Gateway

  1. Log into the ServiceTitan Gateway. Use the login instructions sent to you by email. If you need help logging in, contact ServiceTitan Payments at paymentsupport@servicetitan.com.

  2. Click Reports (located under Trans Reports in the left menu).

    Alternative Method: You may also click Void (under Credit Card). However, for ease of use we recommend that you click Reports instead. Both methods will eventually take you to the same place.

  3. Filter the dates of your search as needed (use the date filter at the bottom of the Search Transactions box). Note: Other filters are available if you need to narrow your search results further.

  4. Once you have set the filters, click Submit.

  5. Locate the transaction you wish to void. Then click the ID link.

  6. Click Void (located directly under Transaction Detail).

  7. The Transaction Information screen appears. The Transaction ID will automatically populate.

  8. When you are ready, click Void.

  9. A confirmation screen appears. This means the transaction has been voided.




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