Posts

Alert for Returns being Credited

Would it be possible to have an alert type for when returns are credited that can be sorted by business unit. The reason/use for this alert would notify the managers of those business units that a return has been credited. It would also be great to h...

derrickcohan by ServiceTitan Certified Administrator
  • 207 Views
  • 3 replies
  • 7 kudos

Credit on customer account

I have a customer who overpaid so I refunded the overpayment which showed up as a credit on their account.The amount has been refunded so why is the credit still on their account? Did I process it wrong? How can I remove it?

Angelle17 by ServiceTitan Certified Administrator
  • 944 Views
  • 7 replies
  • 0 kudos

Resolved! Applying a credit/refund to an exported invoice.

I need to apply a credit to an invoice that has been exported, but no payment has been made as of yet. Can I just apply a refund through the payment screen or do I need to do an invoice adjustment?

gamorosano by New Contributor II
  • 1857 Views
  • 7 replies
  • 0 kudos

Issue with Automated Refund Workflow

We have known about the automated refund workflow for a long time now but continue to not use it because our customers want to see for tracking purposes, ease of understanding, and tax purposes the total amount they paid for work out the door on a si...

josh_moo by New Contributor
  • 1192 Views
  • 5 replies
  • 0 kudos

Ask Me Anything! About Refunds!

Update! We are extending to the end of April! If you got some burning questions about Refunds (or maybe getting rid of credits) please feel free to submit your question(s) below.Welcome to our first "Ask Me Anything" (AMA) event on Accounting topics,...

CShang
by New Contributor II
  • 2850 Views
  • 11 replies
  • 5 kudos

REFUNDS FOR NON ST PAYMENT PROCESSING CUSTOMERS

We received an overpayment from a customer. In the past we could just add the full amount of the payment received leaving a negative balance on the account, then issue a refund-credit card in a negative amount and were done. The refund was processed ...

lrutherf by New Contributor
  • 648 Views
  • 1 replies
  • 3 kudos

New Refund Process

The new refund process is cumbersome and unnecessary. Before you could simply enter a negative refund payment and the process is complete. Now you have to go through multiple steps of creating adjustment invoices and and adding tasks and then deletin...

tra9109 by New Contributor
  • 810 Views
  • 1 replies
  • 2 kudos

Resolved! Auto Refunds not Working

Tried to process a refund yesterday and I am getting an error. The error states that I am trying refund more than what was originally charged, but ST is calculating the refund amount based off the parameters I select. I tried processing via the line ...

Pre Tax Refund.png 100% Refund.png Full Refund.png
johnsond by New Contributor III
  • 2816 Views
  • 8 replies
  • 0 kudos

New Account Credit Feature - great idea, bad execution

I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...

vmoore by New Contributor II
  • 1580 Views
  • 3 replies
  • 4 kudos

Zero Out Refund Invoice

Since ST has been updated with the payments module, it does not allow you to add a negative payment. I am looking to find out the easiest way to zero out a credit balance invoice. In the past I would create the credit invoice in ST, export to QB, iss...

2022-11-21_14h46_48.png
johnsond by New Contributor III
  • 2608 Views
  • 6 replies
  • 0 kudos