Record check, cash, or other payments without processing them in the ServiceTitan Field Mobile App

Overview

You can record check, cash, or other payments without processing them in the Field Mobile App. This allows you to document the amount and type of payment being taken without processing it, giving you more versatility when finalizing jobs.

Commercial businesses

Things to know

• This workflow does not support payment processing. It only records the payment amount and type being taken. Someone from the office or the customer's bank will still need to process check payments recorded this way to finalize them.

• You can record check payments without an internet connection. After recording the payment, the invoice total and outstanding balance will show when you’re back online.

Best practices

• Keep physical checks for at least seven days to ensure the payment has been posted. After that, you can shred and discard physical checks.

• If you're on a sales call and sell an estimate, you may need to collect an initial deposit. For how to collect estimate deposits, see Collect deposits on sold-for-later estimates in the ServiceTitan Field Mobile App.

Use cases

• You need to take a check payment that can’t be processed through Automated Clearing House (ACH).

• You need to take a cash payment.

• Your company uses a third-party payment processor outside of ServiceTitan.

Record a check payment without processing it in the Field Mobile App

1. Open your job and tap the Invoice tab.

2. Scroll to the Payments section and tap Pay.

   

3. On the Add Payment screen that opens:        

   1. Enter the Payment Amount.

   2. (Optional) Add a Memo describing what the payment is for.                

      Tip: This is recommended so the office has additional context about the payment.            

   3. Tap the Payment Type dropdown and select Check.

      Note: How the Payment Type is named in the Field Mobile App is dependent upon how your office set it up. The payment type Attribute must be marked None by your office in Settings > Invoicing > Payment and Invoice Types > Payment Types. Check with your office to confirm the payment type name you should select for recording check payments not processed through ServiceTitan.

   4. In the new field that appears on the Add Payment screen, enter the Check Number.

   5. Tap Pay.

      

Note: This workflow does not support check processing. It just records the payment type as being a check payment. Someone from the office or the customer's bank will still need to process the check to finalize the payment. For how to fully process check payments through ACH, see Process payments through Automated Clearing House (ACH) in the ServiceTitan Field Mobile App.

Record cash, third-party, or other payments not collected through ServiceTitan in the Field Mobile App

1. Open your job and tap the Invoice tab.

2. Scroll to the Payments section and tap Pay.

3. On the Add Payment screen that opens, enter the Payment Amount.

4. (Optional) Add a Memo describing what the payment is for.

   Tip: This is recommended so the office has additional context about the payment.

5. Tap the Payment Type dropdown and:

   • If you’re taking a cash payment, select Cash.

   • If you’re taking a third-party or other payment not collected through ServiceTitan, select the payment method your office has designated for it.

     Note: How the Payment Type is named in the Field Mobile App is dependent upon how your office set it up. The payment type Attribute must be marked None by your office in Settings > Invoicing > Payment and Invoice Types > Payment Types. Check with your office to confirm the payment type name you should select for recording check payments not processed through ServiceTitan.

6. Tap Pay.

Want to learn more?

• See Process credit card payments manually in the ServiceTitan Field Mobile App