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Report for refund or credits?

AmyHart
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period?  Thanks!

1 ACCEPTED SOLUTION

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The All Payments report, filtering for a Payment Amount less then 0. should capture any refunds. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

View solution in original post

2 REPLIES 2

AmyHart
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you!  That was a much easier shortcut to what I was looking for.  🙂

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The All Payments report, filtering for a Payment Amount less then 0. should capture any refunds. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating