Email invoices with an online payment link from ServiceTitan MobileLast updated on 03/22/2022
When collecting payment on a job, technicians can email invoices to their customers with a payment link. This lets your customer review their outstanding balance and pay for invoices from their own device. When they make a payment, technicians receive a confirmation text message. This ensures that the experience between your technician and customer during payment collection is contactless.
Things to know
After your customer makes a payment using the online payment link, the technician receives a confirmation text message with the amount that was paid and invoice number.
Make sure your invoice template includes a payment link. For more, see Customize the invoice email template.
Enable technicians to email payment link
To enable permission for your technicians to email invoices with an online payment link to your customers:
Go to the navigation bar and click Settings
.In the side panel, click Invoicing > Online Payments.
Toggle on Enable technicians to send invoice with payment link in mobile.
Click Save.
.
Email invoice with an online payment link
To email invoices with an online payment link from ServiceTitan mobile:
In the Dashboard tap ALL JOBS.
Tap VIEW JOB for your current job.
Tap ARRIVE.
Tap INVOICE.
After the invoice and job are complete and the customer is ready to pay, tap PAY.
Tap the Choose payment type dropdown and select Send invoice with payment link.
Select the customer’s email address to send the invoice to or select add recipient and enter a new email address.
When you’re done, tap SEND. Stay on the job until you receive a confirmation text that your customer made a payment.
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.