Overview
The Adyen payments integration allows you to use your Adyen card reader for faster, easier payment collections and enables secure credit card key-in payments. Follow the steps in this guide to set up your merchant portal and begin onboarding.
Who uses this feature
Administrators, office employees, managers and accountants.
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
For Canadian customers, Tap-to-Pay on mobile and new EMV readers will be coming to Early Access later this year.
Accept the merchant account invite
Open your email inbox.
Find the email with the subject line Invitation to Join ServiceTitan for Payment Processing.
Click Accept Invitation. A Create your account screen opens.
Note: The invitation link expires after seven days. If your invitation link expires, please reach out to fintechsetup@servicetitan.com to receive another invite.
Create your Adyen merchant portal account by selecting a username and password. This account is used throughout your onboarding process and is also the same account you use to login to the Payment Portal.
Set up your merchant portal
Verify your email address.
Review and accept the Terms And Conditions.
Enter your Personal Information and Business Information.
Click Launch Merchant App. The Merchant Application opens.
Select the option that best describes your business setup and click Next. The Set up your account screen opens.
For Company Details, click Add.
Under the Basic Information screen, enter the legal name of your company exactly as it appears on your Secretary of State Registration and click Next.
Under the Company structure screen, select what type of company you have and click Next.
Under the Registration details screen, enter your Employer Identification Number (EIN) and click Next.
Under the Address screen, enter your business address, select No or Yes under Is there a different address for your company's main business operations? and click Next.
Under the Tax document screen, upload a tax document by clicking Browse or dragging the file over the indicated space and click Next.
Review all your entered information on the Summary screen and click Submit.
For Bank account details, click Add.
Under the Bank account screen, enter your bank's Account number and ACH routing number and click Next.
Under the Bank document screen, upload a bank statement as a .pdf, and click Next.
Review all your entered bank information and click Submit.
For Sign services agreement, click Sign.
Review each section of the Terms & Conditions, then click the Signer dropdown to select yourself.
Accept the terms, and click Sign.
Tip: Click Download as PDF to save a copy of the Terms & Conditions to your device.
For PCI DSS questionnaire, click Sign.
Review each of the questionnaires, then click the Signer dropdown to select yourself.
Click the acknowledgement, and click Sign.
Click Back to payments.portal.st.dev to view your Merchant Verification Status.
Note: If you do not complete these steps, the portal eventually times out. You can log back in to finish your application. If you don't finish the application, you will receive a reminder email from ServiceTitan.
Access your payments dashboard
Once your Merchant Verification status is approved, you receive an approval email. If there are any areas that require more information, the email includes instructions and a link back to the portal so you can upload documents or make other changes.
Open your email inbox.
Find the email with the subject line Your Account has been Approved!
Click the Merchant Portal link and enter your credentials to login.
Manage your payment transactions using the dashboard.