Troubleshooting
Role: Administrator · Bookkeeper · Office AdminArea: Payments · Auto-Batching · ServiceTitan Payments (TSYS) · All versions
What you're seeing
Your TSYS card payments are being grouped into batches automatically, but you want to manage batching manually so your batches line up with how you reconcile. The auto-batches keep getting created on their own, and you would rather create payment batches yourself.
Where you fix it: Settings > Integrations > Payment Processing, and, if you also use Accounting auto-batching, your Accounting batching settings
Where you see it: Accounting > batches and deposits (payments grouped automatically)
Why this happens
Auto-batching for ServiceTitan Payments is turned on for your account. It groups your TSYS card transactions to help match deposit numbers between the payment processor and your bank. Until it is turned off, ServiceTitan keeps creating the batches for you.
Two separate settings can create automatic payment batches — either one, or both together, can cause what you are seeing.
Reason 1
ServiceTitan Payments auto-batching is enabled.
This setting is tied to your payment processor and groups your TSYS card transactions to match your TSYS settlement file.
Reason 2
Accounting auto-batching is running on a schedule.
This setting runs on a cadence you set in your Accounting batching settings and can create payment batches independently of the processor setting.
When both are turned on at the same time, they can conflict, which may cause payments to move between batches and trigger auto-batching failure emails. Turning off automatic batching usually means adjusting both.
Before you start
This change means you will manually manage your TSYS card transactions. Be prepared to create your payment batches and track payments and deposits yourself.
You may need administrator access to change payment processing settings. If the Edit option is greyed out or missing, or the setting is unavailable to you, contact your admin or Technical Support so the change can be completed for you.
How to fix it
Run these checks in order. If a step is not available to you or the payments keep auto-batching afterward, contact Technical Support to finish the change.
1Turn off the Autobatch Payments setting on your payment processor
Go to the navigation bar and click Settings.
Click Integrations > Payment Processing.
Click Edit on your ServiceTitan Payments (TSYS) processor.
Find the Autobatch Payments option and uncheck it for Credit Card.
Save your changes.
✓ Done · The Autobatch Payments checkbox is now unchecked, and you can create payment batches manually.
Note: If the Edit option is missing or greyed out, if there is no Autobatch Payments checkbox to uncheck, or if TSYS card payments keep grouping into auto-batches after you save, contact Technical Support. Fully disabling ServiceTitan Payments auto-batching can require a change on the ServiceTitan side that Technical Support completes for you.
2If payments still auto-batch, set Accounting auto-batching for Payments to Manual
Use this if payments keep batching automatically after Check 1 and you also use Accounting auto-batching, whose cadence for Payments can create batches independently of the processor setting.
Go to your Accounting batching settings. [VERIFY — confirm exact navigation path and label in the live UI]
Set the Payments cadence to Manual (leave your other batching cadences as they are unless you want to change them too). [VERIFY — confirm exact setting name and options in the live UI]
Save your changes.
✓ Done · With both the processor setting and the Accounting batching cadence for Payments adjusted, payments are no longer batched automatically.
Note: The Accounting batching settings are managed separately from your payment processor. If you cannot access or change this setting, contact Technical Support and ask for the Accounting team, who own this configuration.
Still not working?
Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:
Your tenant name and the payment processor in use (ServiceTitan Payments / TSYS)
That you want to turn off auto-batching for TSYS card payments and manage batching manually
Whether the Autobatch Payments checkbox was editable, greyed out, or missing for you
Any open batches you have, and whether you have set your Accounting batching cadence for Payments to Manual
A recent example of a payment that batched automatically when you did not expect it
Want to learn more?
Guide to Auto Batching ›
How auto-batching groups payments and deposits, and how to control it across ServiceTitan.
TSYS/Elavon Settlement report ›
Reference for the TSYS/Elavon settlement file used to match card deposits to your bank.