Payments
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Overview of the payments processAccept payments in ServiceTitanPayment settings and general workflowsGuide to Online PaymentsGuide to ServiceTitan Auto-batchingSet up merchant portal loginsMembership renewal protectionProcess payments from the office
Apply a payment to multiple invoicesAdd an existing payment to another invoiceProcess a credit card payment directly on an adjustment invoiceProcess a check payment / bank transfer (ACH) directly in ServiceTitanCommon reasons for declined check transactionsApply cash payments and transactions outside of ServiceTitanProcess recurring billingManage stored customer payment methodsProcess Sears cards as form of paymentGuide to ACH payment complianceBulk charge customersProcess payments with Service Finance
Get Started with your Service Finance integrationView or edit a Service Finance default ruleOffer Service Finance loans to customers in ServiceTitan MobileOffer Service Finance loans to customers through Online EstimatesProcess payments in Mobile
Email invoices with an online payment link from ServiceTitan MobileConnect a credit card swiper to your Mobile deviceTroubleshoot Headphone Jack Dynamo ReaderTroubleshoot BBPOS Chipper 2x BT ReaderProcess credit card payments in MobileSet up BBPOS Chipper 2X BT credit card reader in ServiceTitan MobileProcess credit card payments in ServiceTitan Mobile with the BBPOS credit card readerProcess check payments and bank transfers in MobileCredit card error messages and declinesProcess point of sale transactions
Process point of sale transactions from the officeProcess point of sale transactions in the ServiceTitan POS mobile appProcess refunds and void transactions
Create a refund adjustment invoice and issue a refundVoid a credit card transaction through ServiceTitan GatewayIssue ACH refunds through ServiceTitan SmartPayVoid a check or bank transfer through ServiceTitan SmartPayPayment Collections
Enable Deposit WorkflowCollect a paymentCollect payments from multiple customersApply available credit to an invoiceUnapply a payment creditEdit or delete payment credits with Payment CollectionsAll Payments reportCreate a refund for an overpaymentCollect a payment on ServiceTitan MobileSet up auto apply rules for paymentsAutomate refunds with Payment Collections
Set up automated refund workflowRefund payment applied to an invoiceRefund unapplied paymentEdit or delete a refundResolve automated refund errorsPayments reporting
Add users in SmartPayView check and ACH transaction status in SmartPayAccess check deposits reports in SmartPayView bounced checks (ACH returns) in SmartPayAccess credit card settlement reports in the Transaction GatewayRun a credit card transaction through the Transaction GatewayView settled batches and Chargeback or Retrieval reports in TransLinkAccess ServiceTitan Payments transaction and settlement reportsPayments - FAQ
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