Can't apply a payment from a voided invoice to another invoice

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Payments · Accounts Receivable · Invoicing · All business types

Reason 1

A payment on a voided invoice doesn't move on its own.

To put that money toward another invoice, you apply it to the open invoice using Save without charging, then zero out the voided invoices so they don't keep showing a balance.

1Apply the amount to the open invoice, then clean up the voided invoices

1. Find and go to the invoice where you want to apply the payment.

2. Click Collect and Apply next to the charge.

3. Select Save without charging from the dropdown menu.

4. Enter the amount you want to apply.

5. Click Save. (If you get an error message when using a credit card payment type, try a different payment type.)

6. Zero out each voided invoice so it no longer shows a balance. On each voided (adjustment) invoice, add a negative task to remove the invoice's tasks, then add a negative payment of the same amount to offset the payment that was on it.

✓ Done · The open invoice shows the payment applied, and each voided invoice nets to a zero balance.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The customer name and the invoice numbers (the voided invoices and the one you're applying to)

• The payment amount(s) involved

• Any error message you received and the payment type you used

• Which steps from this article you already tried