Today I had an issue with a customer who canceled after giving us a deposit and before anyone went to her home. In order to process the refund in Service Titan I had to do the following:
- Refund her credit card
- Delete the item in her invoice
- Add a technician to the job.
- Complete the job
- Batch and Post the invoice in a batch which errored because of the credit invoice and had to be reexported.
- Add an adjustment invoice
- Put the refund in the adjustment invoice
- Batch and Post the refund
This is incredibly time consuming and requires way more work than it should. I would like the ability to do refunds on the original invoice and not require so many steps to refund money. Especially critical when a job is canceled after a deposit and no one is going to be going to the job!
