Processing a Chargeback in ServiceTitan

Problem

You received a chargeback on a payment and need to record it in ServiceTitan. You normally use the automated refund feature, but you're not sure how to apply it in this case.

Solution

To record a chargeback in ServiceTitan, create a payment type for chargebacks then use the automated refund workflow to record the chargeback.

Record a chargeback in ServiceTitan

1. Set up a new payment type and label it as "Chargeback." 

2. Search for and go to the invoice associated with the chargeback.

3. On the invoice record, locate the payment that was charged back.

4. Click refund on that payment. 

5. For Refund Reason, select Other and enter "Chargeback."

6. Enter the full amount of the chargeback in the Amount field.

7. For Refund Method, select Cut check in Accounting Software. 

8. Click Save.

9. In the next section, click Advanced Options if you want to add a memo to the invoice or payment or change the date.

10. When finished, click Save.

11. Click Process Refund to process the refund.