New Contributor II

I have a customer that paid with a check she has decided not to move forward with the work and we already deposited the check we did zelle her back how do I refund it thru Service titan it does not give me the options on paying cash or sending thru zelle can someone help me on this as I am still on hold with ST 



Tiffany Mendez

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you select "process credit card refund outside of service titan" it wont automatically refund the card, you can then put a note in that it was refunded through zelle and either bypass export the adjustment invoice and refund or export it use it to reconcile in your accounting software 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Thank You!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Check if there is anything you can change in your Payment Collections settings to see if the method can be changed.  Set up automated refund workflow  knowledge base article might help as well.  If it was us doing it, we would just mark it as cut a cheque in accounting software.


Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning