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Process payments from the office

Apply cash payments and transactions outside of ServiceTitanLast updated on 03/22/2022

Add a payment

  1. Navigate to the invoice (Search > Invoice).

  2. Click Add a payment from the edit invoice menu.

  3. This will bring you to the Add a Payment window where you may edit or include payment details as desired.

  4. Edit payment details as desired.

    Amount

    Amount shows the total the customer paid toward the balance.

    Type

    Type is the type of payment that was received. Payments can be made in the form of cash, check or credit card.

    Paid On

    Date the payment was received.

    Memo

    If desired, enter a memo on the payment (for example, if this is a down payment).

    Authorization Code

    Leave blank. This field is used when payments are processed within ServiceTitan. Remember: Charging customer credit cards requires ServiceTitan Payments integration. Contact your success or implementation managerfor more information.

  5. If a credit card transaction is processed through ServiceTitan, you will see the authorization code here (you may also configure your account to enter authorization codes manually).

  6. When you are finished, click Save. Note: You have the option to +Save & Add to Batch if you want to add the payment to a batch immediately.

    If you made a mistake and you want to discard your changes, you can always click Cancel.

Want to learn more?

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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.