Payment

Vgarrison
New Contributor

What do I do if a tech applied a payment to the wrong customer

 

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Vgarrison -- as long as the payment or the invoice is not exported, you can unapply the payment from the invoice. Here's an article on Payments that may help you based on your specific situation.

 

Sheena @ NiFT

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2 REPLIES 2

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Vgarrison -- as long as the payment or the invoice is not exported, you can unapply the payment from the invoice. Here's an article on Payments that may help you based on your specific situation.

 

Sheena @ NiFT

If the case of exported, what is the best practice? 

Thank you