Can't apply a payment to an invoice on a canceled job

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

Reason 1

The invoice balance came from a negative payment, which isn't a collectable balance.

When a job is canceled and the invoice balance comes from a negative payment, ServiceTitan won't let you apply a payment to that invoice. A balance created by a negative payment isn't a collectable balance, so you first need to give the invoice a real, positive balance to apply the payment against.

1Create a collectable balance, then apply the payment

1. Go to the canceled job associated with the invoices.

2. Reopen the canceled job.

3. Add a temporary non-taxable task to the first invoice for the amount you need to apply.

4. Click Collect and apply payment on the invoice.

5. Apply the payment or credit as needed.

6. Delete the temporary task from the invoice.

7. Repeat steps 3–6 for any additional invoices that need a payment applied.

8. Mark the job as Completed.

9. Add a note in the job summary indicating the job was canceled.

✓ Done · The payment or credit is applied to each invoice, the temporary tasks are removed, and the job is closed out with a note showing it was originally canceled.

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

• The customer name and the canceled job number

• The invoice number(s) you're trying to apply payment to

• The payment or credit amount(s) involved

• Which steps from this article you already tried