Service Titan Knowledge Base

Process a credit card payment directly in ServiceTitanLast updated on 09/08/2022

You can process customer credit cards directly in ServiceTitan to pay for equipment or services rendered, expanding your team's selling and job booking capabilities while allowing your customers more options.


Things to know

  • If ServiceTitan isn’t able to confirm if a customer’s credit card or check payment was successful, its Transaction Status will be set to Pending. For example, if a technician’s mobile device lost connection as a credit card payment was being processed.

  • While pending, the payment is not eligible for auto-batching or integrated refunds.

  • ServiceTitan automatically attempts to verify payments with the Pending status every 15 minutes.

  • If you save a customer’s credit card as a primary payment method, it is marked with (P) and is the first option in the Type dropdown.


Process a credit card payment

If a customer wants to make a credit card payment over the phone, you can charge the customer’s credit card by going to the invoice.

  1. Go to the invoice. For more on finding invoices, see Navigate to an invoice.

  2. Click Add a Payment.

  3. Enter payment information:

    1. Amount—This defaults to the full balance of the invoice, but you can enter any amount.

    2. Type—Select Credit Card or any equivalent payment type (for example, Mastercard, Visa, and so on).

    3. Paid On—Defaults to today’s date.

    4. Memo—Enter a memo on the payment. For example, you could indicate that this is a down payment.

    5. Authorization Code—Leave this blank. This field automatically populates once the transaction is processed.

    6. Transaction Status—The status of the payment. ServiceTitan will attempt to update pending payments automatically.

  4. From the dropdown, click Swipe Card and select the Key in Card option.

  5. In the Charge Credit Card screen, enter the credit card info.

  • Owner Name—Enter the name as it appears on the card.

  • Credit Card Number—Enter the name as it appears on the card.

  • CVC/CVV—Enter the credit card number.

  • Expired ON—Enter the 3-digit or 4-digit CVC/CVV code. This is usually located on the back of the card.

  • Billing Zip—Enter the zip code for the billing address on the card.

  • Store card data for future payments—Select to store the customer’s credit card for future payments. Note: This feature gives you the ability to store credit card transactions securely on our PCI Compliant Payment Gateway and charge the card any time, for both memberships and future job payments. The full credit card number is stored on the outside Payment Gateway and stored in ServiceTitan as an encrypted token, allowing you to charge the card anytime, without storing the card anywhere in your system

6. When you're done, click Charge.

If you want to use the EMV Swiper, click Swipe Card.

Run EMV Swiper page opens. For more information on how EMV swipers operate, see Process a credit card payment in ServiceTitan POS.


Save a credit card

If you want to save a credit card without charging it:

  1. In ServiceTitan, click Search search-icon in the navigation bar.

  2. From the dropdown, select the Customer option.

  3. Click Search search-icon.

  4. Click the customer you want.

  5. On the Customer page, click Add Payment Method and select either the Credit Card or Bank (ACH Account) option. 

    If you select the Credit Card option, fill out the credit card info:

  • Cardholder Name—Enter the name as it appears on the card.

  • Card Number—Enter the credit card number.

  • Valid Through—Enter the credit card validation date. The year must be entered as 4 digits. For example, “2022.”

  • CVV—Enter the 3-digit or 4-digit CVV code. This is usually located on the back of the card.

  • Payment Type—Select the payment type from the dropdown.

  • Billing ZIP—Enter the ZIP code for the billing address on the card.

  • Business Unit—Select the business unit from the dropdown.

  • Primary payment method—Select if this is the primary payment method.

When you’re done, click Save.

If you select the Bank (ACH) account, fill out the bank account information:

  • Owner Name—Enter the name as it appears on the card.

  • Payment Type—Select the payment type from the dropdown.

  • Routing (ABA) number—Enter the routing number. It can be found on the front of the check.

  • Account Number—Enter the account number.

  • Billing Zip—Enter the zip code for the billing address on the card.

  • Business Unit—Select the business unit from the dropdown.

  • This is the primary payment method—Select if this is the primary payment method.

When you’re done, click Save.

When you go to the Customer page, you can also view credit cards saved through Customer Portal in the  Invoices section.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.