Email invoices with an online payment link from ServiceTitan Mobile

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Overview

When collecting payment on a job, technicians can email invoices to their customers with a payment link. This lets your customer review their outstanding balance and pay for invoices from their own device. When they make a payment, technicians receive a confirmation text message. This ensures that the experience between your technician and customer during payment collection is contactless.


Who uses this feature

  • Administrators and technicians

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • Permission is required to use this feature. Please contact the account administrator on your team.

  • You must have the Enable sending email invoice links in Mobile option enabled in the Online Payments configuration screen (Settings > Invoicing > Online Payments) to use this feature.

Things to know

  • After your customer makes a payment using the online payment link, the technician receives a confirmation text message with the amount that was paid and invoice number.

  • Make sure your invoice template includes a payment link. For more, see Customize the invoice email template.

Enable technicians to email payment link

To enable permission for your technicians to email invoices with an online payment link to your customers:

  1. Go to the navigation bar and click Settings .

  2. In the side panel, click Invoicing > Online Payments.

  3. Toggle on Enable technicians to send invoice with payment link in mobile

  4. Click Save.

Email invoice with an online payment link

To email invoices with an online payment link from ServiceTitan mobile:

  1. In the Dashboard tap ALL JOBS.

  2. Tap VIEW JOB for your current job.

  3. Tap ARRIVE.

  4. Tap INVOICE.

  5. Add items to the invoice.

  6. After the invoice and job are complete and the customer is ready to pay, tap PAY

  7. Tap the Choose payment type dropdown and select Send invoice with payment link

  8. Select the customer's email address to send the invoice to or select add recipient and enter a new email address. 

  9. When you're done, tap SEND. Stay on the job until you receive a confirmation text that your customer made a payment.

Want to learn more?

See Guide to Online Payments.