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.
Who uses this feature
Administrators, Office Employees, and Technicians
Feature configuration
Account configuration is required. Please contact Technical Support 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
Go to the navigation bar and click Reports.
Click Create Report.
To access a template, click one of the four payment templates. A new report form opens.
You can name your report. For category, click the dropdown and select Payment, and add an optional description of the report.
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 Payments