--- title: "Set up payment types in ServiceTitan" slug: "set-up-payment-types-in-servicetitan" updated: 2026-10-15T01:00:00Z published: 2026-10-15T01:00:00Z canonical: "help.servicetitan.com/set-up-payment-types-in-servicetitan" --- > ## 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. # Set up payment types in ServiceTitan ## Overview Create and customize payment types in ServiceTitan so that all your cash, credit card, check, ACH, and Financing payments export to your desired accounting software properly. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types ## Things to know - Payment types are exported as a journal entry when you specify the account the payment will affect. - A negative payment (such as a refund) always impacts the account specified in the *Account* field, even if it is not set to export as a journal entry. ## Customize payment types 1. Go to navigation and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D). 2. In the side panel, click **Invoicing** > **Payment and Invoice Types**. 3. Click **Edit** to change an existing payment type or **Add** to create a new one. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payment-types-in-servicetitan-image-3rx9mcbw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D) 4. Enter a name for the payment type. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payment-types-in-servicetitan-image-n55ro4qr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D) 5. Export as *Journal Entry* or export as a *Payment* to send it to your Undeposited Funds account in your accounting software. > [!NOTE] > **Note:** If you select this option, the payment will affect the account you choose from the **Account** dropdown. This is a good option for bad debt, refunds, and financing fees. For example, if one of your customers has financed a job totaling $1000 - $900 financed with a finance fee of $100, you would select the appropriate payment type for the $900 financed. You would then set up a payment type called Financing Fee, set to export as a journal entry, for the $100 financing fee. This would be mapped to an expense account since it's a business fee. When this financing fee is exported to your accounting software, it will debit your expense account and credit your accounts receivable. 6. From the **Account** dropdown, select the general ledger account you'd like to export this payment to. 7. Select the attributes that apply to this payment type. > [!NOTE] > **Note:** The GreenSky Direct Funding attribute should only be used if your account has been set up with GreenSky® to use their [Direct Funding workflow](/construction/docs/taking-greensky-payments-direct-funding). The GreenSky Financing attribute can be used to manually record financing payments on the invoice. 8. Check **Hide From Mobile** if you do not want technicians to select this payment type in the ServiceTitan Mobile app. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payment-types-in-servicetitan-image-el3r9a35.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D) 9. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payment-types-in-servicetitan-image-g1c7fbd4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D) ## Viewing payment types on invoices Once you collect a payment on an invoice, the payment type is listed under the **Type** column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-payment-types-in-servicetitan-image-wzk2u6mf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A17Z&se=2026-10-31T02%3A43%3A17Z&sr=c&sp=r&sig=kv%2BlpCMutK3rCFW3xNEaVgSGkMLslRdyC3%2BdGpON1No%3D) ## Want to learn more? See [Payments](/construction/docs/payments-home). Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing