Error when downloading payments to Excel

 Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Accounting · All business types

Reason

A payment in your selection has an incorrect or invalid Paid on date.

The bad date breaks the export, so the whole download fails. Correcting the date on the affected payment(s) lets the download go through.

Before you start

If you're not sure which payment has the bad date, scan the payments you're downloading for any with a missing, blank, or clearly wrong Paid on date (for example, a placeholder date far in the past). If you can't spot one, work through the payments in your selection and check each one's Paid on date.

1Correct the Paid on date and download again

1. Go to Accounting > Batch/Export Transactions.

2. Click the invoice for an affected payment.

3. Click the pencil icon to edit the payment.

4. Change the Paid on date to the correct date the payment should have been processed on, then click Save.

5. Repeat steps 2–4 for any other payments with an incorrect date.

6. Download the payments to Excel again.

✓ Done · With the dates corrected, the payments download to Excel successfully.

If you still get the "Oops... something went wrong" error after correcting the dates, contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The date range or batch you're trying to download

• The exact error message

• Any payments you found with incorrect or missing dates, and the corrections you made

• Whether the download fails every time or only for a specific selection