Access ServiceTitan Payments transaction and settlement reportsLast updated on 03/22/2022
ServiceTitan Payments gives you access to payment transaction reports for insight into payment-related information you can use on a daily, weekly, or monthly basis. Transaction and settlement reports come in template form, so you can easily build and manage reports to meet your business needs.
Payment report templates include:
Credit Card Transaction—gives you individualized credit card transactional data based on a selected date range
ProfitStars Settlement—gives you settlement batch details and breaks down the transactions that are deposited to your checking account
ProfitStars Check Transaction—gives you individualized check transactions based on a selected date range
TSYS Settlement—gives you settlement batch details from TSYS and the transactions that are deposited to your checking account
To access these templates
Go to the navigation bar and click Reports.
In Reports, click the Reports 2.0 tab.
Click Create New.
Reports template options appear.
To access a template, click one of the four payment templates. A new report form opens.
You can name your report. For category, click the dropdown and select Payment, and add an optional description of the report.
If you want to save the report you just created, click Save Changes.
You can see your new report under the Payments category in Reports 2.0. For more on how these payment reports work and how to use each, see ServiceTitan Payment Reports Guide.
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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.