Manage stored customer payment methodsLast updated on 04/19/2023

• Full credit card numbers are not stored in ServiceTitan. Instead, encrypted tokens are used to securely process payments by our PCI Compliant Payment Gateway.

• If a customer membership has a preferred payment method selected for automatic billing, only that method is used to process billing, even if the customer has additional stored payment methods. For more details, see Manage automatic membership billing rules.

1. Search for and open the customer record.

2. Click the Add Payment Method dropdown and select the type of payment method you want to add.

3. In the Payment Details screen that opens, enter the credit card or bank account details. Note: The Business Unit field is used to determine the processor for the stored payment. If you only have one processor, select any business unit that has payment processing capabilities.

4. To use this entry as the default payment method, select This is the primary payment method.

   Note: This action overrides any previously selected primary payment method.

5. When you’re finished, click Save.

To update stored payment details, delete the existing payment method and enter the updated information as a new payment method:

1. Search for and open the customer record.

2. Go to the Payment Methods section, then click the payment method you want to edit.

3. In the payment details screen that opens, update the payment method as needed:

   • To update payment details, click Delete and add the updated details as a new payment method.

   • To set this entry as the default payment method, select This is the primary payment method then click Save. Note: This action overrides any previously selected primary payment method.

• Visit ServiceTitan Academy and enroll in ServiceTitan Payment Essentials

• See Edit customer memberships