Overview
Set up payment types according to your company's accounting setup. When your account is ready, you can start processing payments in ServiceTitan.
Who uses this feature
Administrators, Office Employees
Technicians
Account configuration is required for this feature. Please contact the Financing team at financing@servicetitan.com.
Things to know
If a technician uses ServiceTitan Payments for the first time, they must download the Pricebook and sync changes before accepting payments in ServiceTitan Mobile. For more information, see Update your pricebook in ServiceTitan Mobile.
Set up a payment type
Most companies use generic payment types, such as credit cards, checks, or cash. However, some companies prefer more specific payment types, for example, Visa or Mastercard. Use this page to set up the types of payment you accept. For more, see Set up payment types in ServiceTitan.
Go to the navigation bar and click Settings
.In the side panel, click Invoicing > Payment and Invoice Types.
In the Payment Types section, click Add.
The Payment Type screen opens.Enter details for the payment type:
Name: Name of the new payment type, like Online Payments.
Export as: Export payment method.
Note: By default, payments are exported into undeposited funds.
Account: Export to the account you select.
Attributes: Payment type.
Hide From Mobile: When selected, prevents this payment type from appearing in ServiceTitan Mobile so that your technicians don't select it by mistake.
Active: Turn on to use this payment type
When finished, click Save.
Set up online payments
The Online Payments feature helps you embed a payment link in your customer invoice emails. This allows your customers to make self-service payments online. For more information, see Guide to Online Payments.
Caution: To avoid any interruption of your payment processing services, do not make changes to these settings once they are in place.
The information you see in Settings > Integrations > Payment Processing is for payment processor integration only.
Add the business unit to payment processors
If you use ServiceTitan Payments and/or Bank Accounts (ACH) for payment processing, you must connect the BU to those processors. Your technicians will not be able to accept payments on jobs with the new BU if this step is not completed.
To add business units to payment processors:
Go to the navigation bar and click Settings
.In the side panel, click Integrations > Payment Processing.
Find the account for which you want to enable business units for payment processing:
If you use credit card integration, click Credit Cards.
If you use ACH/check integration, click Bank Accounts (ACH).
Click Edit for that account.
On the Online Payments Account screen that opens, select the business units you want to enable for payment processing.
Repeat steps 3-5 for additional accounts for which you want to enable business units.
When you're finished, click Save.
Caution: All technicians must download their pricebooks for the changes to take effect on ServiceTitan Mobile.
Check credit card swiper compatibility
The ServiceTitan Payments team can help you order swipers and can send these directly to you.
Credit card swiping requires either the BBPOS card reader or the Magtek aDynamo.
Note: BBPOS credit card swipers aren't supported in Canada. For more information on how to process payments with BBPOS swipers, see Process credit card payments in ServiceTitan Mobile with the BBPOS card reader.
The Magtek aDynamo credit card readers are compatible with Android devices only.
Note: If you're using an Android device, check the compatibility list to make sure your device is compatible with the Magtek aDynamo. Any device not found on this list can't be guaranteed to work with ServiceTitan Payments.
BBPOS swipers are compatible with both Apple iOS, iPadOS, and Android devices.
Tip: If technicians use a case for their mobile device, they may want to use an extender. For more information, contact the ServiceTitan Payments team at fintechsupport@servicetitan.com.
Get Technicians started with ServiceTitan payments
Make sure to download the Pricebook and sync changes. For more information, see Update your pricebook in ServiceTitan Mobile.
To connect swipers:
Insert the swiper.
Make sure the volume on the device is set to maximum before swiping or the swiper will not work.
Note: Some devices automatically adjust to maximum volume when inserting the swiper.
Workflows for ServiceTitan payments
When the ServiceTitan Payments Team lets you know your account is ready, you can start processing payments in ServiceTitan. Make sure your employees and technicians know the proper procedures:
Processing payments from the office
Learn how to:
Process payments in Mobile
Learn how to:
Process refunds from the office
Learn how to:
FAQ
What are your rates?
We offer competitive, custom pricing for our merchants. Please contact paymentsetup@servicetitan.com for inquiries.
How do I make sure that no debit blocks are in place in my bank account?
You'll need to contact your bank directly to make sure that no debit blocks are in place on your bank account. If ProfitStars (our check processor) is unable to assess their month-end fees due to a debit block you have on our account, then a separate fee may be assessed.
When you contact your bank, you'll need to:
Verify that debits can be processed on your account, or
Whitelist ProfitStars as an authorized processor by providing a 10-digit ID unique to your company. Please contact payments@servicetitan.com if you need assistance.
If your merchant ID is 5 digits: The debit transaction will be 90000<MID>. For example, 9000012345.
If your merchant ID is 6 digits: The debit transaction will be 9000<MID>. For example, 9000123456.
What if I misplaced my login information for ServiceTitan SmartPay or ServiceTitan Gateway?
If you have misplaced your login information or wish to change your login information, please contact the ServiceTitan Payments Team at paymentsupport@servicetitan.com or (855) 899-0970.
How do I hide credit card payments from technicians?
Hide credit card payment options from technicians using the Hide From Mobile setting. Office employees will still see all payment methods.
To hide a payment type from technicians:
Go to the top toolbar, click Settings
.In the side panel, click Invoicing > Payment and Invoicing Types.
Find the payment method you want to hide and click Edit.
Check the Hide From Mobile box.
Click Save.
Repeat these steps for each credit card payment type you want to remove from the mobile app.
Where can I see reports of my batches for credit cards?
Sign in to the ServiceTitan Gateway.
Click Reports from the menu on the left side of the screen.
In this screen, you'll be able to pull reports by multiple sort methods, as well as search for transactions by card type and transaction status.
Does ServiceTitan charge for credit card transactions?
No, ServiceTitan does not charge for credit card transactions and there is no feature to enable this. If you see a credit card fee for an invoice, check your payment gateway or reach out to your payment processor.
How long does it take for a credit card payment to process over the weekend?
Credit card payments that run over the weekend usually settle or close on the next business day, usually Monday, and deposit the business day after that, usually Tuesday.
How do I set a limit on how much a customer can pay with a credit card?
If you'd like to set a credit card limit for a customer, please send an email to fintechsupport@servicetitan.com. Be sure to include the customer's name and the credit limit amount.
When are my check transactions batched and filed?
Transactions are batched and filed daily at 6:00 pm PT (Pacific Time Zone).
When are funds deposited to my account?
Check transactions submitted by the cutoff time at 6:00 pm PT are deposited within the next banking day, contingent upon underwriting.
Credit card transactions submitted by the cutoff time at 2:30 pm PT are deposited within the next banking day, contingent upon underwriting.
Which payments will get auto-batched?
Only payments that are processed through the following ServiceTitan Payments integrations are auto-batched:
Credit Card transactions through NMI/TSYS/Adyen
Bank ACH transactions through ProfitStars
Check Remote Deposits (mRDC) through ProfitStars
What is the cut-off time for NMI or TSYS?
Cut-off times are set by the gateway or processor. Some gateways and processors will allow you to configure a time while others will not. For NMI/TSYS, please contact the payments team at paymentsupport@servicetitan.com to find out the cut-off time for your account.
What is the cut-off time for ProfitStars?
Cut-off times are set by the gateway or processor. Some gateways and processors will allow you to configure a time while others won't. ProfitStars doesn't allow you to configure a cut-off time. The cut-off time for all ACH and Mobile Check Deposits transactions is 7 pm PT (9 pm CT / 10 pm ET).
Why are there no payment auto-batches today?
You will only get a payment auto-batch if there was a settlement batch provided to ServiceTitan from the processor. Typically, this means that there will not be any batches on Saturdays, Sundays, Mondays, and banking holidays. Additionally, sometimes the processor will delay funding into your account and the settlement batches may be delayed as a result. Before contacting support about missing batches, please make sure that the funding (ACH transaction) from the processor for a batch has arrived at your bank account.
Does the payments auto-batching also batch the invoices associated with the payment?
No. Payments auto-batching will only batch the payments associated with a settlement deposit.
How many payment batches should I see each day?
The number of payment batches should match the number of deposits. In general, you should get a batch for Credit Cards (TSYS), ACH Transactions (ProfitStars), and Mobile Check Deposits (ProfitStars).
Note: You will get two batches for TSYS card transactions: one for e-commerce and the second one for retail transactions.
If you have additional merchant accounts setup with each processor then that will also create additional batches for each merchant account.
Additionally, batches can queue up over weekends and holidays and get created as multiple batches. In some cases (especially for new accounts) the processor may put a risk hold on an ACH deposit, and you won't see the batch created until the hold is released.
What happens if I have more than one ServiceTitan Merchant account?
Payments are charged based on the business units (BUs) assigned to the Merchant account that the invoices are linked to. For example, if you have Merchant account 1 assigned to BU 1 and Merchant account 2 assigned to BU 2, and you have Invoice 1 tied to BU 1 and Invoice 2 tied to BU 2, then the customer is charged twice. Transaction 1 is for Invoice 1 and Transaction 2 is for Invoice 2.
Why are no payments showing on the All Payments report?
The All Payments report uses filters to narrow down the report results. If no payments are appearing when running the report, check to make sure you're not filtering for something unnecessary. For example, if you have a name entered in the Customer Name filter, the report will only filter for payments related to that Customer Record.