---
title: "Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App"
slug: "charge-financing-partner-loan-invoice-servicetitan-field-mobile-app"
tags: ["Area - Payments", "Area - Field Mobile App (FMA)", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Technician"]
updated: 2026-11-02T09:25:48Z
published: 2026-11-02T09:25:48Z
canonical: "help.servicetitan.com/charge-financing-partner-loan-invoice-servicetitan-field-mobile-app"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charge a financing partner loan on an invoice in the ServiceTitan Field Mobile App

## Overview

If your customer has been approved to use [GreenSky®](/commercial/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app) or [Synchrony](/commercial/docs/use-synchrony-financing-in-the-servicetitan-field-mobile-app) Financing, you can charge their loan on a work order invoice in the Field Mobile App. This improves your ability to sell by providing customers with alternative payment options.

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### Feature configuration

- The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com).
- Account configuration is required to use this feature. Please contact your office for details.
- The *View Total Price* permission is required to see the invoice total. Please contact the account administrator on your team.

## Things to know

- Your account must have GreenSky® or Synchrony Financing configured and set up, and your profile must have the *Configure financing plans in mobile* permission enabled to use this feature. Please contact your office for details.

## Charge a GreenSky® loan in the Field Mobile App

> [!NOTE]
> **Note:** Your account must be configured and set up for GreenSky® Financing to use this feature. Please contact your office for details.

Open the work order and tap the **Invoice > Pay**. On the *Add Payment* screen that opens:

1. Enter the **Payment Amount**.
2. (Optional) Add a **Memo** describing what the payment is for.
3. Tap the **Payment Type** dropdown and select **GreenSky Direct Funding**.
4. Enter the loan **Account ID**.
5. (Optional) Tap **Find Plan Details** to show the *Available Credit*.
6. Tap the **Charge Type** dropdown and select one of the following: **Work Order Complete** or **Progress Payment**.
7. When finished, tap **Pay**. ![Payment screen showing a $2,000 payment with details and confirmation button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/charge-a-financing-partner-loan-on-an-invoice-in-the-servicetitan-field-mobile-app-image-4arz16cy.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A18Z&se=2026-11-09T11%3A57%3A18Z&sr=c&sp=r&sig=2gKnDhrCmAhuvKSd%2FBfIoyGMO4tud%2B0SzPk7GydUVek%3D)

A message appears letting you know the payment request was submitted to the customer for approval. Tap **Got it** or **X** to close the message and return to the invoice.

When the customer authorizes the payment, it's shown on the invoice under *Payments*.

![Payments section shows GreenSky authorized, with $2,000 total, $2,000 paid, and $2,000 balance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Updated%20work%20order%20tab%20and%20items-3(1).png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A18Z&se=2026-11-09T11%3A57%3A18Z&sr=c&sp=r&sig=2gKnDhrCmAhuvKSd%2FBfIoyGMO4tud%2B0SzPk7GydUVek%3D)

## Charge a Synchrony loan in the Field Mobile App

> [!NOTE]
> **Note:** Your account must be configured and set up for Synchrony Financing to use this feature. Please contact your office for details.

Open the work order and tap the **Invoice > Pay**. On the *Add Payment* screen that opens:

1. Enter the **Payment Amount**.
2. (Optional) Add a **Memo** describing what the payment is for.
3. Tap the **Payment Type** dropdown and select **Synchrony Financing.**
4. Enter the loan **Account ID**.
5. (Optional) Tap **Find Plan Details** to show the *Authorized Amount*.
6. When finished, tap **Pay**.

A message appears letting you know the payment was successful. Tap **Back to Work Order** or **X** to close the message and return to the invoice.

> [!NOTE]
> **Note:** If no Synchrony Financing loan account is found, then the charge will be recorded as a payment but not actually charged.

## Want to learn more?

- See [Use GreenSky® Financing in the ServiceTitan Field Mobile App](/commercial/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app)
- See [Use Synchrony Financing in the ServiceTitan Field Mobile App](/commercial/docs/use-synchrony-financing-in-the-servicetitan-field-mobile-app)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Customer Financing