--- title: "Collect payments from multiple customers" slug: "collect-payments-from-multiple-customers" updated: 2026-10-15T00:59:41Z published: 2026-10-15T00:59:41Z canonical: "help.servicetitan.com/collect-payments-from-multiple-customers" --- > ## 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. # Collect payments from multiple customers ## Overview You can enter payments from multiple customers from the same screen instead of adding individual payments in each customer's profile. This can save you time when you need to collect multiple payments at once. Use [Payment Collections](/construction/docs/payments-home) to collect payments from your customers. You can save the collected payments and deposits as customer credit from a Sold estimate, project, invoice, Customer Record, or AR Management, and apply customer credit to outstanding invoices. --- ### #### Who uses this feature - Accountants and office employees - Account configuration is not required to collect payments and deposits if you're currently using the ServiceTitan Web Connector with QuickBooks Desktop, QuickBooks Online, or Intacct. - Permission is required to use this feature. Please contact the account administrator on your team. - [Payment Collections](/construction/docs/payments-home) must be enabled in *Settings*. ## Things to know - If you need to collect credit card or ACH payments, you can follow the steps in this article to record credit card or ACH payments from customers, but you must process those payments outside of ServiceTitan. To process credit card or ACH payments within ServiceTitan, see [Collect a payment](/construction/docs/collect-a-payment) - Adjustment invoices added to an invoice are reflected on the invoice balance when making a payment. For example, if an invoice has a service charge of $1000.00 and an adjustment invoice of -$1000.00, the invoice balance will be $0 and you won't be able to add a payment to this invoice because nothing is owed. - Customer overpayments are available as credit for future payments. - Here are accounting terms you should be familiar with to use Payment Collections efficiently: - **Existing credit**—A balance in the customer's account created through a payment received from the customer or an overpayment from another invoice. This credit cannot be applied to other payments, only to invoices with a positive balance. - **Amount applied**—A payment or credit that is already applied to an invoice. - **Credit available**—Calculated as the total payment amount minus the amount applied. - **Invoice balance**—Calculated as the invoice total minus the sum of the credits that have been applied to that invoice. Each invoice, including adjustment invoices, carries its own balance in the Payment Screen. ## Collect payments from multiple customers 1. Go to the navigation bar and click **Accounting**. The *Batch/Export Transactions* screen opens. 2. Click **Collect Payments**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-payments-from-multiple-customers-image-mzd5i41m.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A39Z&se=2026-10-31T01%3A42%3A39Z&sr=c&sp=r&sig=JE5U05F%2FV6UexMcX2DuogNyyCCY3jbDK8usRI8mmZDA%3D)The *Collect Multiple Payments* screen opens. 3. Enter payment details for a customer: 1. Click **Select Customer**, search for a customer's name, and select a customer. > [!TIP] > **Tip:** After you search for a customer's name, you can click **View Full List** in the *Select Customer* dropdown to see all customers that match your search. 2. Click **Add Details** in the *Payment Type* column. The *Payment Record Details* screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-payments-from-multiple-customers-image-3kffta6q.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A39Z&se=2026-10-31T01%3A42%3A39Z&sr=c&sp=r&sig=JE5U05F%2FV6UexMcX2DuogNyyCCY3jbDK8usRI8mmZDA%3D) 3. Enter payment details: 1. **Payment Type**—Customer's payment method. > [!NOTE] > **Note:** You cannot select payment types that have the *Credit Card* or *ACH* attribute. If you select a credit card or ACH payment type, you must process that payment outside of ServiceTitan. To process a credit card or ACH payment in ServiceTitan, see [Collect a payment](/construction/docs/collect-a-payment). 2. **Amount**—Total amount of the payment. 3. **Date**—Payment transaction date 4. **Authorization Code**—If you selected a credit card or ACH payment type, enter the credit card or ACH number in this field so you can charge the customer later. 5. **Check Number**—Number on the check. 6. **Business Unit**—Business unit associated with the invoice for which you're making a payment. If there is no invoice, select the business unit to which you will assign the payment. 7. **Memo** (optional)—Any additional notes attached to the payment. 4. Click one of following options to determine how to apply the payment: 1. **Apply to Customer Record as a credit**—Select this option to save the payment as a credit. For example, if you're collecting a deposit from a customer for future work, you can save the payment and apply it to an invoice at a later time. 2. **Apply to invoice**—Select this option to apply the payment to an invoice: 1. Select one or more invoices. > [!TIP] > **Tip:** Use the search bar to find invoices. > [!NOTE] > **Note:** If a project has an unpaid invoice, the *Project* number displays in the *Apply to Invoice* screen so you don't have to look elsewhere for the project number. 2. Optional: For each invoice you selected, the **Amount Applied** field shows the total payment amount up to the invoice's balance, but you can enter an amount less than the balance. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-payments-from-multiple-customers-image-q5qp4ei0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A39Z&se=2026-10-31T01%3A42%3A39Z&sr=c&sp=r&sig=JE5U05F%2FV6UexMcX2DuogNyyCCY3jbDK8usRI8mmZDA%3D) 5. Click **Add Details**. The *Collect Multiple Payments* screen opens, showing the payment amount for a customer, the total number of payments to collect, and the total amount to collect. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-payments-from-multiple-customers-image-vfqeh61d.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A39Z&se=2026-10-31T01%3A42%3A39Z&sr=c&sp=r&sig=JE5U05F%2FV6UexMcX2DuogNyyCCY3jbDK8usRI8mmZDA%3D) 4. Repeat the previous steps to enter payment details for additional customers. 5. When you're done entering payment details, do one of the following steps: 1. To save the payments without batching, click **Save**. You can batch the payment later. 2. To save and batch the payments now: 1. Click **Save & Batch**. The *Batch Payment* pop-up opens. 2. Select an open batch from the dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/collect-payments-from-multiple-customers-image-u145yphd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A39Z&se=2026-10-31T01%3A42%3A39Z&sr=c&sp=r&sig=JE5U05F%2FV6UexMcX2DuogNyyCCY3jbDK8usRI8mmZDA%3D) 3. Click **Save**. Saved payments are ready to batch and batched payments are ready to post. For details, see [Batch, post, and export transactions](/construction/docs/batch-post-and-export-transactions). ## FAQ --- ### #### Why can't I see credit card payment types when using the Collect Multiple Payments feature? You cannot use credit card or ACH payment types with [Collect Multiple Payments](/construction/docs/collect-payments-from-multiple-customers) due to payment processor requirements. To process credit card payments, go to the individual customer payment screen and use the regular [Collect a payment](/construction/docs/collect-a-payment) feature. #### In AR Management, which customers can I charge for outstanding balance? You can charge customers using bulk charge who: - Have a payment method on file - Have a balance - Gave you authorization to charge for outstanding balances - Do not have credit on file #### My customer fits the criteria for charging outstanding balance, but was not charged. Why? If the customer's outstanding balance changed while processing the payment, the charge wasn't made to ensure that we are not overcharging them. #### If a customer has more than one payment method on file, how do I know which method will be charged? The primary payment method is charged first. If it's unsuccessful, we charge the other payment methods on file based on the date it was added until the payment processes successfully. ## Want to learn more? - See [Batch, post, and export transactions](/construction/docs/batch-post-and-export-transactions) - See [Payments](/construction/docs/payments-home) - Visit ServiceTitan Academy to enroll in [Payment Collections](https://servicetitan.docebosaas.com/academy/learn/courses/301/payment-collections-feature-collecting-and-applying-payments) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)