Overview
If you no longer want an initiated payment to be processed, you can cancel the payment before you send it for processing. However, you have a short timeframe to cancel a payment before funds are drawn from your account.
Note: To cancel a payment that you already sent to be processed, contact the payment processor listed in the confirmation email you receive. Those payments can’t be canceled within ServiceTitan.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Purchasing Module is required to use this feature.
Permission is required to use this feature. Please contact the account administrator on your team.
Things to know
If you haven’t already enabled Payables, see Set up Accounts Payable.
Cancel a payment
Go to the navigation bar and click Accounting.
In the side menu, click Payments.
Click the Initiated tab.
Click the payment that you want to cancel.
Tip: Use the filters to quickly find a payment.
On the payment record that opens, click Cancel Transaction.
On the confirmation pop-up that opens, click Cancel Transaction to confirm that you want to cancel the transaction.
The payment record status updates to Canceled.