---
title: "Use saved payments in Customer Portal"
slug: "use-saved-payments-in-customer-portal"
tags: ["Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-03-27T21:39:40Z
published: 2026-03-27T21:39:40Z
---

> ## 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.

# Use saved payments in Customer Portal

## Overview

With Customer Portal, you can have a secure payment process and effectively manage credit cards. It enhances the decision-making process and allows you to select which saved payment method to use.

#### Who uses this feature

- Administrators
- This feature is currently in closed beta and is subject to change. For more information, contact your success or implementation manager.

## Things to know

- Make sure you have set up Customer Portal. For more on how to do this, see [Customer Portal](/v1/docs/customer-portal-overview).

## 

## Set up Customer Portal

To enable Customer Portal:

1. In ServiceTitan, go to **Settings**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****.
2. In the side panel, click**Invoicing > Online Payments**.
3. Enable online payments. For more, see [Guide to Online Payments](/v1/docs/guide-to-online-payments). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-i9j7x0u4.png)
4. Log in to the Customer Portal.
5. Enter your email and password.
6. Click **Login**.

If you don’t have an account, see [Customer Portal](/v1/docs/customer-portal-overview).

## Create an account Customer Portal

1. Create a customer through the *Call Booking* screen using your email. For more on how to do this, see [Add a new customer](/v1/docs/create-a-customer-record).
2. Go to the *Customer Portal*environment.
3. On the login page, click **Request an invitation**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-hphr9o73.png)
4. Check your email and verify your account. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-o5dr94ba.png)
5. After logging in, you can see your balance and service history. To add a credit card, click **Saved Payment Methods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-jvzq37dm.png)

## Add a credit card

1. In Customer Portal, click **Add Payment Method**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-94dtsw66.png)
2. In the *Add New Card* pop-up that opens, fill out your credit card information and select whether this card is going to be your primary card.
3. When you’re done, click **Add Card**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-4ltu1lam.png)

> [!NOTE]
> **Note:**By default, primary cards are used when you pay invoices.

The new card appears in the list of credit cards.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-saved-payments-in-customer-portal-image-a878jz66.png)

If you want to set a card as primary, click **Set as Primary**, if you want to delete the card, click **Delete**.

## View credit cards in ServiceTitan

Credit cards added through Customer Portal appear on the customer record in ServiceTitan.

To view saved credit cards:

1. [Search for](/v1/docs/use-search-in-servicetitan)and open the customer record.
2. Go to the *Payment Methods* section and click **View History** to see changes to the customer’s payment methods.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Customer Portal Basics](https://servicetitan.docebosaas.com/academy/learn/courses/215/Customer-Portal-Basics)
- See [Customer Portal - FAQ](/v1/docs/customer-portal-faq)