Overview
You can set a preferred payment method for processing a customer’s membership billing based on their stored payment methods. This payment type can be different from the primary payment method your customer uses to pay for jobs.
Who uses this feature
Office employees
Primarily benefits Residential Service and Replacement business types
Applies to all trades
Feature configuration
Account configuration required. To enable this feature, please contact the ServiceTitan Payments team at paymentsetup@servicetitan.com.
Things to know
If a customer membership has a preferred payment method selected, only that method is used to process billing, even if the customer has additional stored payment methods.
If a customer has multiple payment methods on file and no preferred payment method selected for membership billing, the customer’s primary payment method is used to process membership billing. If the primary method is unsuccessful, an attempt is made with each stored method until a transaction succeeds.
Enable Membership Renewal Protection to prevent billing errors when processing membership billing. Each month, expired and outdated customer credit cards are automatically updated, minimizing the number of failed payments.
Set a preferred payment method on a customer membership
Search for and open the customer record whose membership’s payment method you want to set. In the Membership section, click the membership you want to update.
The membership record opens.Click Edit
on the right side of the screen. 
The Edit Membership screen opens. Note: If a preferred payment is not selected, the customer’s primary payment method is used.
Click the Preferred payment method dropdown and select the payment method.
When you're done, click Save. The updated payment method appears on the membership record.
