Payment settings and general workflowsLast updated on 09/08/2022

• If a technician uses ServiceTitan Payments for the first time, they must download the Pricebook and sync changes before accepting payments in ServiceTitan Mobile. For more information, see Update your pricebook.

Most companies use generic payment types, such as credit cards, checks, or cash. However, some companies prefer more specific payment types, for example, Visa or Mastercard. Use this page to set up the types of payment you accept.

1. Go to the navigation bar and click Settings.

2. In the side panel, click Invoicing > Payment and Invoice Types.

3. In the Payment Types section, click Add.

   The Payment Type screen opens.

4. Enter details for the payment type:

   • Name—Name of the new payment type, like Online Payments.

   • Export as—Export payment method. Note: By default, payments are exported into undeposited funds.

   • Account—Export to the account you select.

   • Attributes—Payment type.

   • Hide From Mobile—When selected, prevents this payment type from appearing in ServiceTitan Mobile so that your technicians don’t select it by mistake.

   • Active—Turn on to use this payment type

5. When you’re done, click Save.

The Online Payments feature helps you embed a payment link in your customer invoice emails. This allows your customers to make self-service payments online. For more information, see Guide to online payments.

Note: To avoid any interruption of your payment processing services, do not make changes to these settings once they are in place.

The information you see in Settings > Integrations > Payment Processing is for payment processor integration only.

The ServiceTitan Payments team can help you order swipers and can send these directly to you.

Credit card swiping requires either the BBPOS card reader or the Magtek aDynamo.

Note: BBPOS credit card swipers aren’t supported in Canada. For more information on how to process payments with BBPOS swipers, see Process credit card payments in ServiceTitan Mobile with the BBPOS card reader.

The Magtek aDynamo credit card readers are compatible with Android devices only.

Note: If you're using an Android device, check the compatibility list to make sure your device is compatible with the Magtek aDynamo. Any device not found on this list can’t be guaranteed to work with ServiceTitan Payments. BBPOS swipers are compatible with both Apple iOS, iPadOS, and Android devices. Tip: If technicians use a case for their mobile device, they may want to use an extender. For more information, contact the ServiceTitan Payments team at fintechsupport@servicetitan.com.

Make sure to download the Pricebook and sync changes. For more information, see Update your pricebook.

To connect swipers:

1. Insert the swiper.

2. Make sure the volume on the device is set to maximum before swiping or the swiper will not work.

Note: Some devices automatically adjust to maximum volume when inserting the swiper.

When the ServiceTitan Payments Team lets you know your account is ready, you can start processing payments in ServiceTitan. Make sure your employees and technicians know the proper procedures:

Processing payments from the office

Learn how to:

• Process a credit card payment directly in ServiceTitan

• Process a check payment / bank transfer (ACH) directly in ServiceTitan

• Apply a payment to multiple invoices

Process payments in Mobile

Learn how to:

• Connect the Magtek aDynamo card reader to your mobile device

• Process credit card payments in Mobile

• Process check payments and bank transfers in Mobile

Process refunds from the office

Learn how to:

• Create a refund adjustment invoice and issue a refund

• Record refunds when you export to Quickbooks

• Visit ServiceTitan Academy and enroll in Online Payments

• See Accept payments in ServiceTitan