Posts

Refunds

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 z...

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Tiffy76 by Contributor
  • 562 Views
  • 3 replies
  • 0 kudos

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
  • 633 Views
  • 3 replies
  • 8 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
  • 1531 Views
  • 7 replies
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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
  • 2707 Views
  • 7 replies
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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
  • 1853 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
  • 3721 Views
  • 12 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
  • 867 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
  • 1016 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 ...

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johnsond by New Contributor III
  • 3377 Views
  • 8 replies
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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
  • 1886 Views
  • 3 replies
  • 4 kudos