Payment Deleted

[Kayladeej]

We have an invoice where a technician, during training, ran his own card for a $17,432.00 payment. 

The payment didn't go through, and was deleted on the invoice. Now the payment is still showing on the Accounting page under unbatched payments. Is there a way to remove this? 

Thank you! 

[Kayladeej]

Thank you all for the great advice! Getting rid of the credit solved the issue. 

Our accounting is now accurate, and the technician's wallet is safe! 

[RandiThompson]

Was the payment "unapplied" or "deleted"? Check the customer page and if you can still see a credit at the top scroll to the bottom and you will see the credit, hit the 3 dots next to it and delete it there. If you can't see it at all on the customer page then it sounds like a bug and I would get support involved. 

Good thing it didn't go through lol 😂

[cstahl · Accepted solution]

Hi, 

If the payment has been deleted and is still in the accounting tab then there is likely more than one payment taken (or you need to refresh the accounting tab). It is important to note that the invoice can't hold a payment or multiple payments that are larger than the balance. When there are more payments than the invoice can hold the balance or extra payments live on the customer profile as a credit. Below is where you can find those payments.

Go to the invoice page>collect/apply payments>click credits> toggle between available and applied. once you have located the payment you want to delete click on the 3 dots to the right (may have to scroll) and delete.

[TianaMay]

This article goes over the process of deleting a pending or failed payment.  

https://help.servicetitan.com/how-to/payment-edit

You could also simply bypass the export and not send the information to your accounting software!

I hope this helps!