How to refund an invoice(deposit made for job) so it doesn't count as revenue

New Contributor III

Valued Contributor

Have you already billed the for the deposit? We do. We do it like a "Progressive" invoice.

Original Contract: $1,000.00

Less Down Payment: -$500.00

Contract Balance: $500.00

Then we export the Invoice. If we have to refund their deposit because they canceled, we would have to do a CREDIT ADJUSTMENT against that invoice. Then do the refund check/credit card steps.

New Contributor III
So the payment that needs to be refunded. The deposit on the invoice was exported and shows up as a negative balance,because the job had not been started. The job was then cancelled and I need to refund the deposit back by issuing a check. In order to take this out of income revenue, you are saying to add negative payment,but the balance is already a negative? Not for sure what to do? Thank you

Former Titan

Hello! To refund an invoice, you want to have the invoice pulled up and click the refund icon. This then sends it back to the customer (if they paid with a card). If they paid by check or cash, then you can always mail them a check.

Once you have done so, you can add a negative payment for the set amount and press save. This will then record onto the job and leave the revenue at $0.00 on the invoice.

Engagement Manager
ServiceTitan Community Team