Overview
You can store multiple credit card and bank transfer (ACH) payment methods for customers in ServiceTitan. This helps you securely process payments without having to re-enter payment details.
Who uses this feature
Office employees
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
Full credit card numbers are not stored in ServiceTitan. Instead, encrypted tokens are used to securely process payments by our PCI Compliant Payment Gateway.
If a customer membership has a preferred payment method selected for automatic billing, only that method is used to process billing, even if the customer has additional stored payment methods. For more details, see Manage automatic membership billing rules.
Add a customer's stored payment method
Search for and open the customer's record.
Click the Add Payment Method dropdown and select the type of payment method you want to add.
On the screen that opens, enter the credit card or bank account details.
Note: The Business Unit field is used to determine the processor for the stored payment. If you only have one processor, select any business unit that has payment processing capabilities.
To set this as the default payment method, select This is the primary payment method.
Note: This action overrides any previously selected primary payment method.
When finished, click Save.
Update a customer's stored payment method
To update stored payment details, delete the existing payment method and enter the updated information as a new payment method:
Search for and open the customer's record.
Go to the Payment Methods section, then click the payment method you want to edit.
On the screen that opens:
Click Delete and add the updated details as a new payment method.
To set this as the default payment method, select This is the primary payment method then click Save.
Note: This action overrides any previously selected primary payment method.
Delete a customer's stored payment method
Search for and open the customer's record.
Go to the Payment Methods section, then click the payment method you want to remove.
On the screen that opens, click Delete.
