--- title: "Record check, cash, or other payments without processing them in the ServiceTitan Field Mobile App" slug: "record-check-cash-or-other-payments-without-processing-them" updated: 2026-10-29T12:38:36Z published: 2026-10-29T12:38:36Z canonical: "help.servicetitan.com/record-check-cash-or-other-payments-without-processing-them" --- > ## 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. # Record check, cash, or other payments without processing them in the ServiceTitan Field Mobile App ## Overview You can record check, cash, or other payments without processing them in the Field Mobile App. This allows you to document the amount and type of payment being taken without processing it, giving you more versatility when finalizing jobs. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A53Z&se=2026-10-31T02%3A42%3A53Z&sr=c&sp=r&sig=l1yUC8VCNCe5sHqPMSq%2FLMo%2BPazh3F92WqmXp0fpFo0%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A53Z&se=2026-10-31T02%3A42%3A53Z&sr=c&sp=r&sig=l1yUC8VCNCe5sHqPMSq%2FLMo%2BPazh3F92WqmXp0fpFo0%3D). ### Commercial businesses [KB - Record Payments Without Processing Them in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/9ihjocbts0?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### 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). - [Office setup](/construction/docs/set-up-payment-types-in-servicetitan) is required to use this feature. Please contact your office for details. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - This workflow does not support payment processing. It only records the payment amount and type being taken. Someone from the office or the customer's bank will still need to process check payments recorded this way to finalize them. - You can record check payments without an internet connection. After recording the payment, the invoice total and outstanding balance will show when you’re back online. ## Best practices - Keep physical checks for at least seven days to ensure the payment has been posted. After that, you can shred and discard physical checks. - If you're on a sales call and sell an estimate, you may need to collect an initial deposit. For how to collect estimate deposits, see [Collect deposits on sold-for-later estimates in the ServiceTitan Field Mobile App](/construction/docs/collect-deposits-sold-for-later-estimates-servicetitan-field-mobile-app). ## Use cases - You need to take a check payment that can’t be processed through [Automated Clearing House (ACH)](/construction/docs/process-payments-through-automated-clearing-house-ach-servicetitan-field-mobile). - You need to take a cash payment. - Your company uses a third-party payment processor outside of ServiceTitan. ## Record a check payment without processing it in the Field Mobile App 1. Open your job and tap the **Invoice** (Residential) or **Work Order** (Commercial) tab. 2. Scroll to the *Payments* section and tap **Pay**. ![Invoice summary showing customer authorization, items, and payment details with a pay button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(114).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A53Z&se=2026-10-31T02%3A42%3A53Z&sr=c&sp=r&sig=l1yUC8VCNCe5sHqPMSq%2FLMo%2BPazh3F92WqmXp0fpFo0%3D) 3. On the *Add Payment* screen that opens: 1. Enter the **Payment Amount**. 2. (Optional) Add a **Memo** describing what the payment is for. > [!TIP] > **Tip:** This is recommended so the office has additional context about the payment. 3. Tap the **Payment Type** dropdown and select **Check**. > [!NOTE] > **Note:** How the Payment Type is named in the Field Mobile App is dependent upon how [your office set it up](/construction/docs/set-up-payment-types-in-servicetitan#customize-payment-types). The payment type Attribute must be marked **None** by your office in **Settings > Invoicing > Payment and Invoice Types > Payment Types**. Check with your office to confirm the payment type name you should select for recording check payments not processed through ServiceTitan. 4. In the new field that appears on the *Add Payment* screen, enter the **Check Number**. 5. Tap **Pay**. ![Payment details form showing amount, memo, payment type, and check number fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(115).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A53Z&se=2026-10-31T02%3A42%3A53Z&sr=c&sp=r&sig=l1yUC8VCNCe5sHqPMSq%2FLMo%2BPazh3F92WqmXp0fpFo0%3D) > [!NOTE] > **Note:** This workflow does not support check processing. It just records the payment type as being a check payment. [Someone from the office](/construction/docs/process-a-check-payment-bank-transfer-ach-directly-in-servicetitan) or the customer's bank will still need to process the check to finalize the payment. For how to fully process check payments through ACH, see [Process payments through Automated Clearing House (ACH) in the ServiceTitan Field Mobile App](/construction/docs/process-payments-through-automated-clearing-house-ach-servicetitan-field-mobile). ## Record cash, third-party, or other payments not collected through ServiceTitan in the Field Mobile App 1. Open your job and tap the **Invoice** tab. **Commercial:** Open your work order and tap the **Work Order** tab. 2. Scroll to the *Payments* section and tap **Pay**. 3. On the *Add Payment* screen that opens, enter the **Payment Amount**. 4. (Optional) Add a **Memo** describing what the payment is for. > [!TIP] > **Tip:** This is recommended so the office has additional context about the payment. 5. Tap the **Payment Type** dropdown and: - If you’re taking a cash payment, select **Cash**. - If you’re taking a third-party or other payment not collected through ServiceTitan, select the **payment method** your office has designated for it. > [!NOTE] > **Note:** How the Payment Type is named in the Field Mobile App is dependent upon how [your office set it up](/construction/docs/set-up-payment-types-in-servicetitan#customize-payment-types). The payment type Attribute must be marked **None** by your office in **Settings > Invoicing > Payment and Invoice Types > Payment Types**. Check with your office to confirm the payment type name you should select for recording check payments not processed through ServiceTitan. 6. Tap **Pay**.![Payment details showing amount, memo, and payment type for a transaction.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(116).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A53Z&se=2026-10-31T02%3A42%3A53Z&sr=c&sp=r&sig=l1yUC8VCNCe5sHqPMSq%2FLMo%2BPazh3F92WqmXp0fpFo0%3D) ## Want to learn more? - See [Process credit card payments manually in the ServiceTitan Field Mobile App](/construction/docs/process-credit-card-payments-manually-in-the-servicetitan-field-mobile-app)