Use saved payments in Customer PortalLast updated on 09/23/2022
With Customer Portal, you can have a secure payment process and effectively manage credit cards. It enhances the decision-making process and allows you to select which saved payment method to use.
Things to know
Make sure you have set up Customer Portal. For more on how to do this, see Customer Portal.
Set up Customer Portal
To enable Customer Portal:
In ServiceTitan, go to Settings . In the side panel, click Invoicing > Online Payments.
Enable online payments. For more information about online payments, see Guide to Online Payments.
Log in to the Customer Portal.
Enter your email and password.
If you don’t have an account, see Create an account for Customer Portal.
Create an account Customer Portal
Create a customer through the Call Booking screen using your email. For more information on how to do this, see Add a new customer.
Go to the Customer Portal environment.
On the login page, click Request an invitation.
Check your email and verify your account.
After logging in, you can see your balance and service history. To add a credit card, click Saved Credit Cards.
Add a credit card
In Customer Portal, click Add Card.
In the Add New Card pop-up that opens, fill out your credit card information and select whether this card is going to be your primary card.
When you’re done, click Save.
Note: By default, primary cards are used when you pay invoices. The new card appears in the list of credit cards.
If you want to set a card as primary, click Set as Primary, if you want to delete the card, click Delete.
View credit cards in ServiceTitan
Credit cards added through Customer Portal appear on the Customer page in ServiceTitan.
To view saved credit cards:
In ServiceTitan, click Search in the navigation bar.
From the dropdown select Customer.
Click the customer.
On the Customer page, click View History to see changes to the customer’s payment methods.
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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.