Overview
With Online Payments, you can add a payment link to the invoice emails that you send to customers. This allows customers to review their invoice and make a payment. In addition to email, you can also send your customers payment links for invoices over SMS in the Field Mobile App.
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Commercial businesses
Residential businesses
Who uses this feature
Technicians
Applies to all business types
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration is required to use this feature. Please contact your office for details.
Things to know
To use invoice payment links in the Field Mobile App, it must be enabled under Online Payments settings from the office side. Also, the job's business unit must be enabled for Online Payments under Settings
> Online payments > Business Units. For more, see Guide to Online Payments and Use SMS invoice payment links.Invoice payment links can only be sent if there's an outstanding balance.
If you want to include forms or attachments with the payment link, you must send it over email.
Email invoice payment links in the Field Mobile App
To send the payment link over email:
Open the job and tap the Invoice tab.
In the Payments section, tap Pay.
On the Add Payment screen, enter the payment amount.
In the Payment Type dropdown, select Email Payment Link.
Review the payment details and tap Continue.
If you want the customer to receive the email from your email address, select Send from my email.
Note: The Send emails from technician email address permission is needed to use this function.
Tap Add contacts to select the email addresses you want to send the invoice to.
Tip: On the Contacts screen select Add new contact to add additional email addresses.
Go back to the Email payment link screen.
(Optional) Attach estimates, forms, and media.
Coming soon to Field Mobile App Release 19.0: The ability to attach estimates as PDFs when sending invoices.
When finished, tap Send.
The customer has now been emailed a link where they can submit payments for the invoice.
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Send SMS invoice payment links in the Field Mobile App
To send the payment link over SMS:
Open the job and tap the Invoice tab.
In the Payments section, tap Pay.
On the Add Payment screen, enter the payment amount.
In the Payment Type dropdown, select Send SMS Payment Link.
Review the payment details and tap Continue.
Tap Add contacts to select the mobile phone numbers you want to send the invoice to.
Tip: On the Contacts screen select Add new contact to add additional mobile phone numbers.
Go back to the SMS payment link screen.
When finished, tap Send.
The customer has now been texted a link where they can submit payments for the invoice.
