Remove a duplicated payment on an estimate

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Problem

As the technician selected Perform work later instead of Perform work now, the payment is duplicated on the estimate.

Solution

Book a job

As the technician selected Perform work later instead of Perform work now, it is recommended to book a new job with that estimate.

Note: When you book a new job, it is recommended to turn off customer's notifications.

  1. In ServiceTitan, go to the navigation bar and click Search.

  2. Select the job that has an issue. The Job screen opens.

  3. In the Estimates field, select the Estimate on which the payment is duplicated. The Estimate screen opens. estimate sold 0 dollars

  4. In the Task section, select the Check all box.

  5. Click Book new job. The Booking screen opens. estimate tasks check all box        

    Note: The system will automatically generate an invoice for the new job.

  6. Click Book job. The Job screen opens.

  7. Go to the customer profile.

  8. Click Morecustomer profile more icon click

  9. Select Collect Payments.

  10. Select the Credits box.

  11. In the Apply to Invoice section, select the invoice you want to apply. apply to invoice section, collect payment

  12. Click Save.

  13. Go back to the new job.

  14. From the Job Actions dropdown, click Canceljob actions cancel