---
title: "Access ServiceTitan Payments transaction and settlement reports"
slug: "access-servicetitan-payments-transaction-and-settlement-reports"
updated: 2026-10-16T02:53:06Z
published: 2026-10-16T02:53:06Z
canonical: "help.servicetitan.com/access-servicetitan-payments-transaction-and-settlement-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access ServiceTitan Payments transaction and settlement reports

## Overview

ServiceTitan Payments gives you access to payment transaction reports for insight into payment-related information you can use on a daily, weekly, or monthly basis. Transaction and settlement reports come in template form, so you can easily build and manage reports to meet your business needs.

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### 

#### Who uses this feature

- Administrators, Office Employees, and Technicians

#### Feature configuration

- Account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details.

## 

## Access templates

Payment report templates include:

- **Credit Card Transaction**: gives you individualized credit card transactional data based on a selected date range
- **ProfitStars Settlement**: gives you settlement Batch details and breaks down the transactions that are deposited to your checking account
- **ProfitStars Check Transaction**: gives you individualized check transactions based on a selected date range
- **TSYS Settlement**: gives you settlement batch details from TSYS and the transactions that are deposited to your checking account

To access these templates

1. Go to the navigation bar and click **Reports**.
2. Click **Create Report**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/access-servicetitan-payments-transaction-and-settlement-reports-image-p7ui0m6j.jpg?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A25Z&se=2026-11-01T20%3A51%3A25Z&sr=c&sp=r&sig=KhizzC%2FfVIRi7CDpclccDuYzBgzp%2Bn6qdT0IE67joWQ%3D)
3. To access a template, click one of the four payment templates. A new report form opens.
4. You can name your report. For category, click the dropdown and select **Payment**, and add an optional description of the report.
5. If you want to save the report you just created, click **Save**.

You can see your new report under the Payments category in Reports.

## Want to learn more?

- See [Create custom reports](/roofing/docs/create-custom-reports)
- See [Payments](/roofing/docs/payments-home)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)