Overview
When you sell an estimate to a customer, you can collect a deposit for the job you're going to perform later. After you collect a payment, the customer now has available credit that can be applied to invoices.
Who uses this feature
Technicians
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
After a payment is collected, the technician sees if the payment was approved and sees the remaining balance.
If the deposit amount is more than what you apply to the invoice, the remaining deposit amount is stored as an available credit that you can apply to future invoices. This also means that if you collect a deposit on a blank or $0 invoice, the payment is stored as a customer credit.
When presenting estimates to customers, collected deposits are displayed as line items on the printed and emailed estimate. The estimate can be sent to customers to show the deposit was received.
You cannot apply customer credit to an invoice from ServiceTitan Mobile.
If the Charge button is greyed out and the technician can't add a payment to an invoice with the Greensky payment type, they should check the user's payment type setup, then their permissions, and reinstall the ServiceTitan Mobile application.
Collect a payment from a sold estimate
From a sold estimate, tap Pay Deposit.
Note: When the sold estimate is signed by your customer and you click Perform Work Later, the sold estimate record opens so you can collect a deposit.
From the Choose payment type dropdown, select a payment type.
Under Enter amount, select Full balance if your customer wants to pay the full balance of the estimate or select Enter different amount if your customer wants to pay an amount other than the full balance.
If the payment is by check, enter the check number in the Check number field.
Tap Charge or Pay to collect the payment.
If you're charging a credit card, collect an authorization signature from your customer and tap Accept.
When you're done, tap Done.
Note: Any payment in excess of the invoice balance is shown as an overpayment.
Collect a payment on an invoice
From the invoice, tap Pay.
Note: If you collect a deposit, it is recommended that you collect the deposit on the sold estimate rather than on an invoice with no tasks or $0 invoice. Follow this workflow when there's a billable amount on your invoice and you're collecting a payment that is more than the total due.
From the Choose payment type dropdown, select a payment type.
Under Enter amount, select Full balance if your customer wants to pay the full balance of the estimate or select Enter different amount if your customer wants to pay an amount other than the full balance.
If you're collecting payment with a check, enter the check number in the Check number field.
Tap Charge or Pay to collect the payment.
If you're charging a credit card, collect an authorization signature from your customer and tap Accept.
When you're done, tap Done.
Note: Any payment in excess of the invoice balance is shown as an overpayment.
View payment history
Tap Invoice, then tap Payments.
The Payments pop-up opens. 
To see additional details for a payment, tap Expand >. A detail pop-up opens.
Tap Close when you're done.
Want to learn more?
See Payments