Process check payments and bank transfers in MobileLast updated on 03/22/2022
You can process check payments and bank transfers in ServiceTitan Mobile using manual check entry or Mobile Check Capture, which takes a photo of a check.
Things to know
Regardless of whether you are entering checks manually or using Mobile Check Capture, be sure to hold onto physical checks for at least 7 days. After that, you can shred and discard physical checks.
You can accept check payments in ServiceTitan Mobile without an internet connection. After you accept payment, the Pay screen shows this message: Not yet processed. Please sync your device within 72 hours to fully process payment. The transaction is stored and then later processed once the mobile app is synced.
Manually enter the check
When you manually enter a check in order to process it, it works as ACH transaction or bank transfer.
Navigate to the invoice.
On the Invoice screen, tap Pay.
From the dropdown, select Check or an equivalent payment type (for example, ACH).
Select Full balance or enter the specific amount if the check is not for the full balance.
Enter the customer name exactly as it appears on the check, then the routing number and account number. The routing number and account number can be found at the bottom of the check.
If the customer agrees to keep this payment method on file, check Store payment data for future payments to store the customer’s bank information for future transactions.
Tap Pay.
Tap Done to return to the job.
Use Mobile Check Capture
Mobile check capture allows you to process a check by taking a picture of it.
For optimal results:
Place the check flat on a dark, colored surface that’s not reflective and is well lit. Position your mobile device’s camera directly over the check (not at an angle), fitting all four corners into the guides provided.
Write a note on the front of the check after you have taken the photo. For example, you could write Mobile Deposit [date check received]. This ensures that the same check is not deposited twice.
Note: You will not be able to store customer payment information for future use when using Mobile Check Capture to process checks.
Place the check front side up.
From left menu for the job you would like to add the payment to, tap Invoice.
Tap Pay.
From the dropdown, choose Check or an equivalent payment type (for example, ACH).
Select Full balance or enter the specific amount if the check is not for the full balance.
Note: The amount must match the check amount or the transaction will be rejected.
Tap Scan Check. This brings up a window that asks you to verify the check amount.
Tap Scan Front and position your camera. When the check is aligned and in focus, a photo will be automatically taken.
Turn the check over so that the back is facing up. Tap Scan Back and position your camera. When the check is aligned and in focus, a photo will be automatically taken.
Note:: You do not need to physically endorse (sign the back side) of the check to process it.
Once you have captured both images, tap Submit.
After tapping Submit, you will see Not yet processed on the screen for a few seconds.
Do not exit this screen until you see the final screen indicating the check submitted successfully.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.