--- title: "Overview of the payments process" slug: "overview-of-the-payments-process" updated: 2026-10-15T00:59:40Z published: 2026-10-15T00:59:40Z canonical: "help.servicetitan.com/overview-of-the-payments-process" --- > ## 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. # Overview of the payments process Processing payments in ServiceTitan is designed to minimize errors and integrate smoothly with your accounting workflow. --- ### #### Who uses this feature - Accountants ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/overview-of-the-payments-process-image-0rsz2ro8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A54Z&se=2026-10-31T01%3A42%3A54Z&sr=c&sp=r&sig=vHG47XanXrJvWo%2BYjAiwlE3aZbxBSMs2BuhPlk6iKzE%3D) ## Step One: Apply customer payments This step is ongoing, until the customer pays the balance in full. ServiceTitan allows you to add payments at any time of the invoicing process. You can add a customer payment directly on the invoice, or you can use the main *Invoice screen* if you want to add a customer payment to multiple invoices at once. ## Step Two: Batch the payment When you Batch a payment, the payment remains *Pending* until the batch is posted. Up until the batch is posted, you can make any changes on the payment. You can access the payment by navigating to the Invoicing screen (Invoice > Invoicing). There is no limit to how many payments can be added to a batch. ### Batching Best Practices - Batches should match your bank deposits for easier tracking. - Batch payments after they have been verified (a record of the payment is in your bank account, the check has cleared, etc.). - If you need to deposit payments at the bank (cash or checks) you can batch these. However, do not post and export them until they have been deposited and cleared. ## Step Three: Post the batch When you post a batch, the status changes to *Posted*. To make changes after posting a batch, you must unpost the batch. Unposting the batch is an option up until the batch is exported. ### Posting Best Practices - Post a batch after you review payments in the batch and the payments appear on your bank statement. ## Step Four: Export the batch When you export a payment batch, the payment status changes to *Exported*. Zero dollar payments do not transfer from ServiceTitan to QuickBooks. ### Exporting Best Practices - Refer to the [Pending Export Report](/construction/docs/pending-export-report-guide) whenever exporting. Exporting errors populate this report if any occur. You can set the payment as exported using either of the following options: | **Option 1: Export to QuickBooks** | - For users with Quickbooks Online, simply post the batch. After the batch is posted, click the batch menu again and select *Export to QuickBooks*. - For users with QuickBooks Desktop, this is done by going into QuickBooks and running your web connector. > [!NOTE] > **Note:** There is one web connector per business unit. | | --- | --- | | **Option 2: Manually set the payment as *Exported*** | - The only place you can manually set a payment as *Exported* is on the *Pending Export Report*. - Manually setting a payment as *Exported* bypasses QuickBooks. | ## Step Five: The payment is created in QuickBooks [QuickBooks users only] After you export a payment, it's automatically created in QuickBooks. In QuickBooks, you can view the payment in the following areas: - In *Undeposited Funds* - On the associated customer profile (Customer > Customer Center > "Customer Name" > Transactions) > [!NOTE] > **Note:** Accounting impact of a positive payment: - A credit (decrease) to *Accounts Receivable* - A debit (increase) to *Undeposited Funds* ## Step Six: Deposit the payment into a QuickBooks bank account [QuickBooks users only] After the payments appear on your bank statement, deposit the payments into the appropriate bank account in QuickBooks. You can un-deposit a payment from your bank in QuickBooks if needed. > [!NOTE] > **Note:** Accounting impact when you deposit the positive payment: - A credit (decrease) to *Undeposited Funds* - A debit (increase) to the bank account ## Overview of the payments process - FAQ **Will payments processed in Mobile be visible from the Office?** Yes, if technicians add payments to an invoice this will be visible from the Office. If your technicians are using ServiceTitan Mobile, typically you will not need to add payments from the office (except when it's necessary for the office to do so). Technicians will build invoices and accept payments out in the field. **What is the purpose of batching, posting, and exporting payments?** The office will always need to batch, post, and export payments, whether or not your technicians are using ServiceTitan Mobile. This process will guarantee that all payments are verified by the office. As you go through the batching process you'll be verifying that information is correct and confirming that payment has been collected. ## Want to learn more? ### Adding payments - [How to apply cash payments & transactions outside of ServiceTitan](https://help.servicetitan.com/construction/docs/apply-a-payment-to-the-correct-invoice-or-customer-profile) - [Process a credit card payment directly on an adjustment invoice](/construction/docs/process-a-credit-card-payment-directly-on-an-adjustment-invoice) - [Process a check payment / bank transfer (ACH) directly in ServiceTitan](/construction/docs/process-a-check-payment-bank-transfer-ach-directly-in-servicetitan) - [Apply credit or payment to an invoice](/construction/docs/apply-credit-or-payment-to-an-invoice) ### Batching, posting, and exporting payments - [Batch, post, and export transactions](/construction/docs/batch-post-and-export-transactions) - [Accounting 101: Understanding accounting debits & credits](/construction/docs/accounting-101-understanding-accounting-debits-credits) ### QuickBooks - [Deposit funds into your QuickBooks bank accounts](/construction/docs/deposit-funds-into-your-quickbooks-bank-accounts) - [Understanding how ServiceTitan exports data to QuickBooks Desktop](https://help.servicetitan.com/construction/docs/understanding-how-servicetitan-exports-data-to-quickbooks-desktop) *[QuickBooks Desktop Only]* - [Web Connector Setup Step 1: Download and install ServiceTitan Web Connector](/construction/docs/web-connector-setup-step-1-download-and-install-servicetitan-web-connector) *[QuickBooks Online Only]* - [QBO Onboarding Step 1: Set up QuickBooks Online integration](/construction/docs/qbo-onboarding-step-1-set-up-quickbooks-online-integration) *[QuickBooks Online Only]* ## FAQ --- ### #### Will payments processed in Mobile be visible from the Office? Yes, if technicians add payments to an invoice this will be visible from the Office. If your technicians are using ServiceTitan Mobile, typically you don't need to add payments from the office (except when it's necessary for the office to do so). Technicians will build invoices and accept payments out in the field. 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)