Void a check or bank transfer through ServiceTitan SmartPayLast updated on 09/08/2022
If you accidentally input a wrong amount or duplicate payments, you can prevent a payment transaction from processing by voiding it using ServiceTitan SmartPay.
Things to know
Before using ServiceTitan Gateway, try to process the refund directly in ServiceTitan. You can navigate to the invoice and click the refund icon next to the payment.
For more information about issuing refunds directly in ServiceTitan, see Create a refund adjustment invoice and issue a refund.
Make sure to create a refund adjustment invoice
Whenever you void a transaction, you should always create a refund adjustment invoice in ServiceTitan. This ensures that the amount owed to the customer is recorded when you export invoices and it keeps your accounting in sync.
For more information about adjustment invoices, see Create a refund adjustment invoice and issue a refund.
Refunds vs. Void a Transaction
If the check or bank transfer has already been processed, you need to issue a refund. If the check or bank transfer has only been approved and not yet processed, you should void the transaction instead of issuing a refund. The cutoff time for voiding a transaction is 8:00 PM Central Time (6:00 PM Pacific Time / 9:00 PM Eastern Time).
Void a transaction
To void a transaction in ServiceTitan SmartPay:
Log into ServiceTitan SmartPay. Use the login instructions sent to you by email. If you need help logging in, contact ServiceTitan Payments at email@example.com.
Navigate to Dashboard. Under Current Transaction Summary, click Approved.
In the Reports screen that opens, locate the transaction you wish to void.
Click the View icon next to the transaction.
In the Transaction Details screen that opens, click the Actions dropdown then click Void.
Click Confirm then click Refund to void the transaction.
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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.