---
title: "Manage stored customer payment methods"
slug: "manage-stored-customer-payment-methods"
updated: 2026-04-25T01:38:17Z
published: 2026-04-25T01:38:17Z
---

> ## 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.

# Manage stored customer payment methods

## Overview

You can store multiple credit card and bank transfer (ACH) payment methods for customers in ServiceTitan. This helps you securely process payments without having to re-enter payment details.

[Manage stored customer payment methods Video](https://fast.wistia.net/embed/iframe/pdargj6852?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Office employees
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Full credit card numbers are not stored in ServiceTitan. Instead, encrypted tokens are used to securely process payments by our PCI Compliant Payment Gateway.
- If a customer membership has a preferred payment method selected for automatic billing, only that method is used to process billing, even if the customer has additional stored payment methods. For more details, see [Manage automatic membership billing rules](/v1/docs/manage-automatic-membership-service-agreements-billing-rules).

## Add a customer's stored payment method

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer's record.
2. Click the **Add Payment Method** dropdown and select the type of payment method you want to add. ![Customer profile showing payment options and financial summary for Brian Tran.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-stored-customer-payment-methods-image-ct37sn3z.png)
3. On the screen that opens, enter the credit card or bank account details.

> [!NOTE]
> **Note:** The Business Unit field is used to determine the processor for the stored payment. If you only have one processor, select any business unit that has payment processing capabilities.
4. To set this as the default payment method, select **This is the primary payment method**. ![Credit card payment form with highlighted primary payment method checkbox and save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-stored-customer-payment-methods-image-cz25wzl7.png)

> [!NOTE]
> **Note:** This action overrides any previously selected primary payment method.
5. When finished, click **Save**.

## Update a customer's stored payment method

To update stored payment details, delete the existing payment method and enter the updated information as a new payment method:

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer's record.
2. Go to the *Payment Methods* section, then click the payment method you want to edit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-stored-customer-payment-methods-image-4pc1v8dm.png)
3. On the screen that opens:
  1. Click **Delete** and add the updated details as a new payment method.
  2. To set this as the default payment method, select **This is the primary payment method** then click **Save**.

> [!NOTE]
> **Note:** This action overrides any previously selected primary payment method.

## Delete a customer's stored payment method

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer's record.
2. Go to the *Payment Methods* section, then click the payment method you want to remove.
3. On the screen that opens, click **Delete**. ![Credit card details form with highlighted delete option for saved profiles.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-stored-customer-payment-methods-image-p35jbxuj.png)

## Want to learn more?

- See [Edit customer memberships](/v1/docs/edit-customer-memberships)