Customer Unable to Use Online Payment Link for InvoicesLast updated on 05/12/2023

ServiceTitan invoicing settings allow you to set up payment links that are included with invoices emailed to them. Use this guide if you or your customers are having trouble seeing or using payments.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

Problem

Your customer is trying to use the online payment link, but it’s not working.

Solution

Go to Settings > Invoicing > Online Payments > Let customers save credit cards in their customer portal.
Click Customer Portal Settings. Read and accept the terms and conditions.
Confirm there is a balance on the customer’s invoice. If not, add a balance to the invoice.
Send the invoice to the customer.
If the customer is still unable to use the online payment link, check if the invoice is an adjustment or imported invoice. Adjustment and imported invoices cannot use the payment link.

Note: If the issue persists, contact ServiceTitan technical support.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.