--- title: "Process check payments and bank transfers in ServiceTitan Mobile" slug: "process-check-payments-and-bank-transfers-in-servicetitan-mobile" updated: 2026-10-15T01:29:51Z published: 2026-10-15T01:29:51Z canonical: "help.servicetitan.com/process-check-payments-and-bank-transfers-in-servicetitan-mobile" --- > ## 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. # Process check payments and bank transfers in ServiceTitan Mobile ## Overview You can process check payments and bank transfers in ServiceTitan Mobile using manual check entry or *Mobile Check Capture*, which takes a photo of a check. [KB - Process Check Payments in ServiceTitan Mobile Video](https://fast.wistia.net/embed/iframe/sy005q2dvl?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Regardless of whether you are entering checks manually or using Mobile Check Capture, be sure to hold onto physical checks for at least 7 days. After that, you can shred and discard physical checks. - You can accept check payments in ServiceTitan Mobile without an internet connection. After you accept payment, the *Pay* screen shows this message: *Not yet processed. Please sync your device within 72 hours to fully process payment.* The transaction is stored and then later processed once the mobile app is synced. ## Manually enter the check Manually entering a check works as ACH transaction or *bank transfer*. To manually enter a check: 1. Open the job and tap **Invoice**. 2. On the *Invoice* screen that opens, tap **Pay**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-eggpxhd3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 3. Click the dropdown and then select **Check** or an equivalent payment type (for example, *ACH*). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-nd3i3hql.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 4. Select **Full balance** or enter the specific amount if the check is not for the full balance. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-fmxwe75n.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 5. Enter the customer name exactly as it appears on the check, then enter the routing number and account number. You can find the routing number and account number at the bottom of the check. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-hioagkou.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 6. If the customer agrees to keep this payment method on file, select **Store payment data for future payments** to store the customer's bank information for future transactions. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-enwsou52.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 7. Tap **Pay**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-bk4hvyzp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 8. Tap **Done** to return to the job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-9w5qkfdh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) ## Use Mobile Check Capture Mobile check capture allows you to process a check by taking a picture of it. For optimal results: - Place the check flat on a dark, colored surface that's not reflective and is well lit. Position your mobile device's camera directly over the check (not at an angle), fitting all four corners into the guides provided. - Write a note on the front of the check after you have taken the photo. For example, you could write *Mobile Deposit [date check received]*. This ensures that the same check is not deposited twice. > [!NOTE] > **Note:** You aren't able to store customer payment information for future use when using Mobile Check Capture to process checks. To use Mobile Check Capture: 1. Place the check front side up. 2. Open the job and tap **Invoice**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-fhmg80ad.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 3. On the *Invoice* screen that opens, tap **Pay**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-7lpq07aj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 4. Click the dropdown and then select **Mobile Check Capture**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-a34p184f.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 5. Select **Full balance** or enter the specific amount if the check is not for the full balance. > [!NOTE] > **Note:** The amount must match the check amount or the transaction will be rejected. 6. Tap **Scan Check**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-sneho8vs.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 7. On the pop-up that opens, tap confirm the amount and then tap **Next**. 8. Tap **Scan Front** and position your camera. When the check is aligned and in focus, a photo is automatically taken. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-1bynwnq5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) 9. Turn the check over so that the back is facing up. Tap **Scan Back** and position your camera. When the check is aligned and in focus, a photo is automatically taken. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-zdxpzqse.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) > [!NOTE] > **Note:** You do not need to physically endorse (sign the back side) of the check to process it. 10. After you've captured both images, tap **Submit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-2ekxok98.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) After tapping **Submit**, you will see *Not yet processed* on the screen for a few seconds. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/process-check-payments-and-bank-transfers-in-servicetitan-mobile-image-oultovvs.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A47Z&se=2026-10-31T02%3A50%3A47Z&sr=c&sp=r&sig=G23vpUbfQHMpSwt1Gbgn3XahGZLu4xaz8HybgGKQq3Q%3D) Do *not* exit this screen until you see the final screen indicating the check submitted successfully. ## Want to learn more? See [Mobile Handbook](/construction/docs/download-the-servicetitan-mobile-technician-handbook).