Customer Credit Balance

hwilson_
New Contributor II

My CSR took a check/ACH payment on an invoice that had already been paid. Now my customer is showing a credit that does not really exist. It was batched over to QuickBooks before I caught it and now I can't get rid of the credit in Service Titan. Any ideas on how to remove it?

3 REPLIES 3

hwilson_
New Contributor II

I had to add an adjustment invoice for the credit amount and then apply the credit payment to the invoice and it balance it out.

 

baraica
Community Moderator
Community Moderator

Hi @hwilson_ have you already added an adjustment invoice with a negative payment? This should fix the incorrect credit showing up. 

Engagement Manager
ServiceTitan Community Team

hwilson_
New Contributor II

I will give that a try. Thank you 🙂