Service Titan Knowledge Base

Manage stored customer payment methodsLast updated on 03/22/2022

You can store multiple credit card and bank transfer (ACH) payment methods for customers so you can securely process payments without having to re-enter payment details.


Things to know

  • 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.


Add a customer's stored payment method

  1. Search for and click the customer whose payment method you want to add to open their record.

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

    The payment details screen opens.

  3. 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 done, click Save.


Update a customer’s stored payment method

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 whose payment method you want to update.

  2. At the bottom of the customer record, under Payment methods, click the payment method you want to edit.

    The payment details screen opens.

  3. 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 and click Save. Note: This action overrides any previously selected primary payment method.


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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.