--- 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" updated: 2026-10-29T12:37:11Z published: 2026-10-29T12:37:11Z 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®](/construction/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app) or [Synchrony](/construction/docs/use-synchrony-financing-in-the-servicetitan-field-mobile-app) Financing, you can charge their loan on a job 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 - In Commercial terminology, jobs are referred to as work orders. - 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 job (Residential) or Work Order (Commercial) 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: **Job 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=2026-10-31T02%3A39%3A32Z&se=2026-10-31T03%3A39%3A32Z&sr=c&sp=r&sig=B6iwCOl%2FsLMMRyNR5Yqt9h6xJ6HXMnGF3Br1Eku%2FWXA%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*. ![Invoice summary for AC installation job with payment details and customer authorization.](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-0mmoxdz7.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A32Z&se=2026-10-31T03%3A39%3A32Z&sr=c&sp=r&sig=B6iwCOl%2FsLMMRyNR5Yqt9h6xJ6HXMnGF3Br1Eku%2FWXA%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 job (Residential) or Work Order (Commercial) 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 Job** (Residential) or **Back to Work Order** (Commercial) 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](/construction/docs/use-greensky-financing-in-the-servicetitan-field-mobile-app) - See [Use Synchrony Financing in the ServiceTitan Field Mobile App](/construction/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