--- title: "Use saved payments in Customer Portal" slug: "use-saved-payments-in-customer-portal" updated: 2026-10-15T14:38:01Z published: 2026-10-15T14:38:01Z canonical: "help.servicetitan.com/use-saved-payments-in-customer-portal" --- > ## 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. # Use saved payments in Customer Portal ## Overview With Customer Portal, you can have a secure payment process and effectively manage credit cards. It enhances the decision-making process and allows you to select which saved payment method to use. #### Who uses this feature - Administrators - This feature is currently in Closed beta and is subject to change. For more information, contact your success or implementation manager. ## Things to know - Make sure you have set up Customer Portal. For more on how to do this, see [Customer Portal](/construction/docs/customer-portal-overview). ## ## Set up Customer Portal To enable Customer Portal: 1. In ServiceTitan, go to **Settings** ![](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%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) . 2. In the side panel, click **Invoicing > Online Payments**. 3. Enable online payments. For more, see [Guide to Online Payments](/construction/docs/guide-to-online-payments). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-i9j7x0u4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) 4. Log in to the Customer Portal. 5. Enter your email and password. 6. Click **Login**. If you don’t have an account, see [Customer Portal](/construction/docs/customer-portal-overview). ## Create an account Customer Portal 1. Create a customer through the *Call Booking* screen using your email. For more on how to do this, see [Add a new customer](/construction/docs/create-a-customer-record). 2. Go to the *Customer Portal* environment. 3. On the login page, click **Request an invitation**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-hphr9o73.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) 4. Check your email and verify your account. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-o5dr94ba.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) 5. After logging in, you can see your balance and service history. To add a credit card, click **Saved Payment Methods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-jvzq37dm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) ## Add a credit card 1. In Customer Portal, click **Add Payment Method**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-94dtsw66.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) 2. In the *Add New Card* pop-up that opens, fill out your credit card information and select whether this card is going to be your primary card. 3. When you’re done, click **Add Card**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-4ltu1lam.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) > [!NOTE] > **Note:** By default, primary cards are used when you pay invoices. The new card appears in the list of credit cards. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-a878jz66.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A26Z&se=2026-10-31T02%3A43%3A26Z&sr=c&sp=r&sig=Op4MFb5kumyjfCcZlKNQs8b1Kx27965cE88Z6JyIB1E%3D) If you want to set a card as primary, click **Set as Primary**, if you want to delete the card, click **Delete**. ## View credit cards in ServiceTitan Credit cards added through Customer Portal appear on the Customer Record in ServiceTitan. To view saved credit cards: 1. [Search for](/construction/docs/use-search-in-servicetitan) and open the customer record. 2. Go to the *Payment Methods* section and click **View History** to see changes to the customer’s payment methods. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Customer Portal Basics](https://servicetitan.docebosaas.com/academy/learn/courses/215/Customer-Portal-Basics) - See [Customer Portal Overview](/construction/docs/customer-portal-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A pre-release which is limited to certain users. Users must be selected to use the product and be approved before they have access. [Learn more →](https://help.servicetitan.com/docs/procure-to-pay-p2p-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)