--- title: "Taking GreenSky® Payments - Direct Funding" slug: "taking-greensky-payments-direct-funding" updated: 2026-10-15T17:47:51Z published: 2026-10-15T17:47:51Z canonical: "help.servicetitan.com/taking-greensky-payments-direct-funding" --- > ## 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. # Taking GreenSky® Payments - Direct Funding ## Overview Customers who are approved for direct funding through GreenSky® can now request funding through Paperless Transaction Authorization which eliminates the need to collect a customer's hand-written authorization to transact on their GreenSky® loan. This strengthens customer satisfaction and trust, as the customer can review each transaction request submitted. This article explains how to process a direct funding payment in the ServiceTitan Mobile App. --- ### #### Who uses this feature - Technicians - Account configuration is required for this feature. Please contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com). ## Things to know - Your GreenSky® account needs to be approved for direct funding. Please contact [fintechsupport@servicetitan.com](mailto:fintechsupport@servicetitan.com) for more details on your account configuration. - Before you can charge a customer's account, they need to activate their GreenSky® account. Account activation happens directly through the customer's email or phone. - When your GreenSky® account is set up in ServiceTitan, a payment type called *GreenSky Direct Funding* is automatically created. ## Processing Payments in ServiceTitan 1. [Collect a payment](/construction/docs/collect-a-payment) and choose *GreenSky Direct Funding* as the **Payment Type**. 2. Click **Charge**. The Search for GreenSky® application appears. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/taking-greensky-payments---direct-funding-image-9ig7t2fo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A39Z&se=2026-10-31T02%3A43%3A39Z&sr=c&sp=r&sig=u%2F93em%2Bwhz7Iq%2BQIKqKtIqaMQCfNmarG8i1zSe9rEwQ%3D) 3. Search for the GreenSky® application. You can do this with the Application ID or the applicant's last name, date of birth, and last 4 digits of their SSN. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/taking-greensky-payments---direct-funding-image-gbjael7v.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A39Z&se=2026-10-31T02%3A43%3A39Z&sr=c&sp=r&sig=u%2F93em%2Bwhz7Iq%2BQIKqKtIqaMQCfNmarG8i1zSe9rEwQ%3D) 4. Click **Charge**. The GreenSky® direct funding request form appears. ## Processing Payments in Mobile After the customer is approved for GreenSky® and their account is activated, you are ready to take payment. 1. Tap the **Hide** Button to proceed to the Invoice payment screen. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/taking-greensky-payments---direct-funding-image-a1f3nvml.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A39Z&se=2026-10-31T02%3A43%3A39Z&sr=c&sp=r&sig=u%2F93em%2Bwhz7Iq%2BQIKqKtIqaMQCfNmarG8i1zSe9rEwQ%3D) A payment type called *GreenSky Direct Funding* opens in the mobile app. > [!NOTE] > **Note:** With the **Hide** button, you can open and close the financing application to view it again later. 2. After selecting *GreenSky Direct Funding*, you can charge by application ID. 1. Select **Progress Payment** if you are only taking payment for a portion of the Job. For more information, contact GreenSky® support directly. There are limitations on how much you're able to charge through progress payment. 2. Select **Job Complete** if this is the final payment that will be taken for this job. > [!NOTE] > **Note:** The application ID can be found by tapping the **Apply for Financing** button. If you closed the financing application, the ID can be found in the email the customer received after approval. 3. Tap **Charge**. A paperless transaction authorization is sent to the customer either through text or email, depending on what info was input during the application. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/taking-greensky-payments---direct-funding-image-mb7pmbof.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A39Z&se=2026-10-31T02%3A43%3A39Z&sr=c&sp=r&sig=u%2F93em%2Bwhz7Iq%2BQIKqKtIqaMQCfNmarG8i1zSe9rEwQ%3D) 4. The transaction remains in *Pending* status until the customer approves the authorization. 5. Tap on the **Check Status** button to update the transaction status from *Pending* to *Successful* after the customer approves the transaction. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/taking-greensky-payments---direct-funding-image-qroi0pex.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A39Z&se=2026-10-31T02%3A43%3A39Z&sr=c&sp=r&sig=u%2F93em%2Bwhz7Iq%2BQIKqKtIqaMQCfNmarG8i1zSe9rEwQ%3D) 6. If the customer is not available to approve the transaction immediately, tap **Done** and close out the job as usual. ServiceTitan periodically checks the payment status and automatically updates it based on the customer's response. ## Want to learn more? - See [GreenSky changes FAQ](/construction/docs/greensky-changes-faq) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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 Integrated payment processing within ServiceTitan for collecting credit card, ACH, and financing payments in the field or office. **What it does:** Eliminates third-party payment friction by letting techs collect payment on-site via the mobile app, with funds deposited directly. **Also called:** In-app payments, Field payments **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ServiceTitan Payments The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)