Service Titan Knowledge Base

Set preferred payment methods for membership billingLast updated on 03/22/2022

You can set a preferred payment method for processing a customer’s membership billing based on their stored payment methods. This payment type can be different from the primary payment method your customer uses to pay for jobs.

Things to know

  • If a customer membership has a preferred payment method selected, only that method is used to process billing, even if the customer has additional stored payment methods.

  • If a customer has multiple payment methods on file and no preferred payment method selected for membership billing, the customer’s primary payment method is used to process membership billing. If the primary method is unsuccessful, an attempt is made with each stored method until a transaction succeeds.

  • Enable Membership Renewal Protection to prevent billing errors when processing membership billing. Each month, expired and outdated customer credit cards are automatically updated, minimizing the number of failed payments.

Set a preferred payment method on a customer membership

  1. Search for and open the customer record whose membership’s payment method you want to set. In the Membership section, click the membership you want to update.

    The membership record opens.

  2. Click Edit icon-pencil.png on the right of the screen.

    The Edit Membership screen opens. Note: If a preferred payment is not selected, the customer’s primary payment method is used.

  3. Click the Preferred payment method dropdown and select the payment method.

  4. When you're done, click Save. The updated payment method appears on the membership record.

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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.