Void a check or bank transfer through ServiceTitan SmartPayLast updated on 09/08/2022

• 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).

To void a transaction in ServiceTitan SmartPay:

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

2. Navigate to Dashboard. Under Current Transaction Summary, click Approved.

3. In the Reports screen that opens, locate the transaction you wish to void. 

4. Click the View icon next to the transaction.

5. In the Transaction Details screen that opens, click the Actions dropdown then click Void.

6. Click Confirm then click Refund to void the transaction.

• See Process refunds and void transactions