Bulk charge customersLast updated on 03/22/2022
You can bulk charge customers for their outstanding balance or for their statement balance if the customer has a payment method on file. Bulk charging helps you collect payments on your schedule without waiting for your customers to remember to make a payment.
Things to know
You can bulk charge customers if you use ServiceTitan Payments.
To update your account, please contact Technical Support for details.
You need to enable the permission Bulk charge statement balance for each employee you want to allow to bulk charge customers.
For more on permissions, see How to set permissions for an individual employee or technician.
You need the customer’s authorization to charge their payment method on file before you bulk charge them.
You can bulk charge customers with a payment method on file.
To add a payment method for a customer, see Update a customer's stored payment method.
If you have more than one ServiceTitan Merchant account, payments are charged to the customer based on the business units (BUs) assigned to the Merchant account the invoices are linked to. For example, if Merchant account 1 is assigned to BU 1 and Merchant account 2 is assigned to BU 2, and Invoice 1 is linked to BU 1 and Invoice 2 is linked to BU 2, the customer will see separate charges for Invoice 1 and Invoice 2.
Bulk charge customers
You can bulk charge customers with a payment method on file for the statement balance for a date range or for their outstanding balance.
Note: Customers with balances and without available credit on file can be bulk charged. Credits need to be applied before bulk charging.
To bulk charge customers:
Go to the navigation bar and click Accounting.
On the side menu, click AR Management.
Set the filter to narrow your search.
Click the Payment on File dropdown and select Yes. This ensures your search shows only customers who have a payment method on file.Note: If a customer has more than one payment method on file, the primary payment method is charged first. If that method is unsuccessful, other payment methods are charged until the payment processes successfully. Charges are made to the most recently added method first.Tip: To charge customers for their statement balance for a specific date range, use the From and To filters to enter the dates. For more information, see Send balance forward statements.
When you’re done setting your filters, click Apply.
Select the customers you want to charge.
Click the Actions dropdown and select Charge Balance.Note: Payments made up to the current date are deducted from the Statement Balance and the Outstanding Balance so the customer is charged the correct amount.
The Charge Balance pop-up opens.
Select a payment option:
To charge the customer for their statement balance, select Statement Balance.
To charge the customer for their outstanding balance up to today’s date, select Outstanding Balance.
Click I have authorization from my customer(s) and would like to process these transaction(s) if you’ve received authorization from your customer to charge their payment on file.
A confirmation pop-up opens:
Processing Payment displays in the Status field:
Paid displays in the Status field after the payment is processed:
Note: If the customer’s outstanding or statement balance changed while processing the payment, the charge isn’t processed to ensure the customer is not overcharged.
Click Go to AR Management for details on each charge.
Want to learn more?
Visit the Academy and enroll in AR Statements Overview and Setup: AR Management Overview
Visit the Academy and enroll in AR Statements Overview and Setup: Bulk Charging
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.