Delete a credit card payment that was refunded before being deposited

New Contributor II


Using ST Payments, I took a payment against an invoice for a special order item.  The customer called to cancel the same day but before the payment was exported.   I refunded the customer on the invoice screen.  The payment never hit my bank account.  

Am I ok to delete the payment in ST on the invoice?  If I batch and post, it shows a credit.  How should I handle this one?  




ServiceTitan Certified Provider
ServiceTitan Certified Provider

@Rob I would still document this for your own records and bypass if it truly isn't on your credit card transaction report. I find it odd that it didn't show up on your credit card transaction list as both a positive and a negative but maybe since it happen on the same day and within a certain time frame it released before it charged?

Madison Moritz