Apply cash payments and transactions outside of ServiceTitanLast updated on 03/22/2022
Add a payment
Navigate to the invoice (Search > Invoice).
Click Add a payment from the edit invoice menu.
This will bring you to the Add a Payment window where you may edit or include payment details as desired.
Edit payment details as desired.
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).
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.