Edit or delete a refund

Overview

ServiceTitan’s automated refund workflow helps you save time editing and deleting refunds.  If a refund was made and then later found to be in error, you can edit or delete the refund.

Things to know

• Reasons for editing a refund:    

  • Change the date

  • Change the payment type

  • Change the payment amount

  • Change the auth/check number            

• Reasons for deleting a refund:        

  • The refund was applied to the wrong invoice

  • The refund was for the wrong amount                

• You can edit or delete refunds for    

  • Payments applied to an invoice

  • Payments not applied to an invoice    

• You can't refund invoices in bulk.

Edit a refund

You can edit the refund date, payment type, payment amount, auth/check number, and memo.

1. Open the invoice and identify the refund payment you want to edit.

2. Click Edit to edit the refund.
   
   Edit Payment opens.
   

3. Update the fields in the Payment Details section as needed.
   When you edit the amount:

• The new amount must not be more than the original payment amount.

• The new amount must be negative.

• Payment transaction status must be blank, pending, or failed.

• Payment status must be pending.

Note: Balance Remaining on the invoice can’t be negative.

4. Click Save.

Delete a refund

If a payment is applied to the wrong invoice,   delete the refund.

1. Open the invoice where the wrong refund is applied.

2. Click Delete to delete the refund.
   
   Delete Refund opens.

3. Click Confirm.
   

   1. If after deleting the refund you need to create a new refund you can:

      1. Re-issue the refund.

         Tip: To learn how to process a refund, see Create a refund for an overpayment.

      2. Add a negative payment and book the refund again.

Want to learn more?

• Visit the Academy and enroll in Payment Collections: Setting Up and Implementing the Automated Refunds Workflow

• See Apply credit or payment to an invoice

• See Delete or edit a payment credit