Payments Home

Learn how to collect and view payments within ServiceTitan to keep your business growing and maintaining profitability. From technicians swiping credit cards in the field, to office employees applying customer credits to an invoice, ServiceTitan provides several methods for accepting payments for jobs and projects.

Setup

What you need to get started

To prepare for Payments, start with the basics:

• Reach out to paymentsetup@servicetitan.com and order your credit card readers so your technicians can process payments.

• Payment type settings: Set up payment types to ensure everything exports correctly to your accounting system

• Online payments: Configure your online payments so your office employees can collect payments through email and SMS.

• Merchant portal logins: Register for merchant portals so your office employees can effectively manage credit card and ACH transactions.

Required permissions

The following permissions are required to set up and manage Payments. To have these enabled, please contact the account administrator on your team:

• View customer payments hub

• Create payment

• Apply payment credit (Payment Collections)

• Unapply payment credit (Payment Collections)

• Unapply exported transactions (Payment Collections)

• Delete payment

• Delete successful transaction payment

• Save & batch payment (Payment Collections)

• Create payment refund

• Edit payment with saved authorization code

• Edit payment type

• Edit payment terms

• Refund integrated payments

• Receive mobile check deposit match failure emails

Quick start guide

After you receive your credit card readers, sign in to ServiceTitan to get started.

Step 1: Configure your Payment type settings

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Payment and Invoice Types.

3. In the Payment Types section, click Add.

4. Enter details for the payment type.

5. When finished, click Save.

Step 2: Set up online payments

1. Go to the navigation bar and click Settings .

2. In the side panel, click Invoicing > Online Payments.

3. Configure your online payments settings by enabling and disabling the various options.

4. When you're done, click Save.

Step 3: Set up merchant portal logins

Set up your ServiceTitan TransLink account

1. Go to the TransLink Register page by clicking the URL sent to your email.

2. Enter the login credentials sent to your email. Include your Merchant ID and create a valid password.

3. When you're finished, click Register.

Set up your ServiceTitan Gateway account

1. Go to the URL sent to your email.

2. Enter the login credentials sent to your email. Include your Username and Password.

3. When you're finished, click Login.

Set up your ServiceTitan SmartPay account

1. Go to the URL sent to your email.

2. Enter the login credentials sent to your email. Include your Username, Password, and Company (this is required).

3. When you're finished, click Log In.

Advanced setup

Use these guides to enhance your payments experience with optional features.

Part 1: Auto apply rules

Automatically move payment credits from an estimate to the booked job's invoice.

• Set up auto apply rules

Part 2: Automated refunds

Simplify your refund process by automating it.

• Set up the automated refund workflow

Part 3: Deposit workflow

Apply deposits to a customer's account without reducing your accounts receivable

• Enable the Deposit Workflow

Part 4: Payment terms

Use Payment Terms to manage the due dates of sales invoices and vendor bills.

• Create payment terms

Payments settings

Efficiently manage your Payments settings in one place.

• Payment settings and general workflows

• Guide to Online Payments

• Set up payment types in ServiceTitan

• Set up auto apply rules for payments

• Set up automated refund workflow

Key workflows

Payment Collections

Collect and manage your payment credits in ServiceTitan. You can save the collected payments and deposits as customer credits from a sold estimate, project, invoice, customer record, or AR Management. You can apply customer credits to outstanding invoices.

• Collect a payment

• Collect payments from multiple customers

• Apply available credit to an invoice

• Unapply a payment credit

• Edit or delete payments on invoices

• All Payments report

• Collect a payment on ServiceTitan Mobile

Refund and void transactions

Manage customer refunds with ServiceTitan payment portals and quickly create refund records with ServiceTitan's automated refund workflow.

• Refund payment applied to an invoice

• Create a refund adjustment invoice and issue a refund

• Create a refund for an overpayment

• Refund an unapplied payment

• Edit or delete a refund

• Void a credit card transaction through ServiceTitan Gateway

• Issue ACH refunds through ServiceTitan SmartPay

• Void a check or bank transfer through ServiceTitan SmartPay

• Resolve automated refund errors

Process payments from the office

Manage credit card, ACH, and check transactions in ServiceTitan.

• Add an existing payment to another invoice

• Process a credit card payment directly on an adjustment invoice

• Process a check payment / bank transfer (ACH) directly in ServiceTitan

• Common reasons for declined check transactions

• Process recurring billing for memberships and service agreements

• Manage stored customer payment methods

• Collect payments with Pay-by-Bank

• Guide to ACH payment compliance

• Bulk charge customers

• Move payments between invoices

• Email financing application links from ServiceTitan

Process payments in Mobile

Manage credit card, ACH, and check transactions in the ServiceTitan mobile app.

• Email invoices with an online payment link from ServiceTitan Mobile

• Process credit card payments in Mobile

• Process check payments and bank transfers in Mobile

• Credit card error messages and declines

Card readers

Adyen card reader

• Set up your mobile device with the Adyen NYC1 card reader in ServiceTitan Mobile

• Use Tap-to-Pay in ServiceTitan Mobile

BBPOS card reader

• Set up your Android device with the BBPOS card reader in ServiceTitan Mobile

• Set up your iOS device with the BBPOS card reader in ServiceTitan Mobile

• Process credit card payments in ServiceTitan Mobile with the BBPOS credit card reader

• Troubleshoot BBPOS Chipper 2x BT Reader

IDTech card reader

• Set up your mobile device with the IDTech VP3350 card reader in ServiceTitan Mobile

• Troubleshoot issues with your Adyen, BBPOS, or ID TECH credit card reader and the ServiceTitan Field Mobile App

Magtek

• Connect the Magtek aDynamo card reader to your mobile device

Financing integrations

Offer financing to your customers to increase your average ticket.

GreenSky®

• Overview: GreenSky® Custom Financing in ServiceTitan

• Best practices playbook: Offer financing with GreenSky®

• Get started with GreenSky® Custom Financing

• Use GreenSky® Custom Rule Financing in ServiceTitan

• Use GreenSky® Open Spend to view available spend

• Use GreenSky® Financing in ServiceTitan Mobile

• Taking GreenSky® Payments - Direct Funding

• GreenSky® changes FAQ

TURNS

• Use TURNS financing services in ServiceTitan

• Use TURNS financing services in ServiceTitan Mobile

• Second-look waterfall with TURNS Financing overview

• Offer TURNS second look Financing to customers through Online Estimates

Financeit

• Use Financeit Financing in ServiceTitan

• Use Financeit Financing in ServiceTitan Mobile

GoodLeap

• Use GoodLeap Financing Integration

• Use GoodLeap Custom Financing in ServiceTitan Mobile

• Offer GoodLeap Financing to customers through Online Estimates

Service Finance

• Get Started with your Service Finance integration

• View or edit a Service Finance default rule

• Offer Service Finance loans to customers in ServiceTitan Mobile

• Offer Service Finance loans to customers through Online Estimates

Wells Fargo

• Use Wells Fargo Financing in ServiceTitan

• Use Wells Fargo Financing in ServiceTitan Mobile

Synchrony

• Use Synchrony Financing in ServiceTitan

• Use Synchrony Financing in ServiceTitan Mobile

• Offer Synchrony Financing to customers through Online Estimates

Financing FAQ

• Financing - FAQ

Plan Optimizer

• Plan Optimizer overview

Payments reporting

Track your payment transactions with ServiceTitan reports.

• Add users in SmartPay

• Access check deposits reports in SmartPay

• View bounced checks (ACH returns) in SmartPay

• Access credit card settlement reports in the Transaction Gateway

• Run a credit card transaction through the Transaction Gateway

• View settled batches and Chargeback or Retrieval reports in TransLink

• View and respond to chargebacks in Payments Insider for Elavon

• Access ServiceTitan Payments transaction and settlement reports

• Understand Accounting Audit Trail

• Membership renewal protection

• Financing Dashboard overview

Point of sale transactions

Sell items to your customers from designated business locations and generate invoices without attaching a job or any job-dependent information with POS locations.

• Process point of sale transactions from the office

• Process point of sale transactions in the ServiceTitan POS mobile app    

  Note: This mobile application is no longer available to download.

Troubleshooting and FAQ

Troubleshooting

Address payments issues quickly and efficiently by exploring our troubleshooting articles, which detail the most frequent problems and their solutions.

• Customer Unable to Use Online Payment Link for Invoices

• Payment collections: I entered the wrong check amount

• Invoice Missing from Collect and Apply Payment Screen

• How to Remove an Exported Credit Due to Double Payment

• Technician can't see the check or mobile check capture payment type in ServiceTitan Mobile

FAQ

Take a look at the top FAQs regarding Payments. For more, see Payments - FAQ.

• What if a credit card payment is declined?

• Will payments processed in Mobile be visible from the Office?

• Is it possible to unapply a payment from the invoice when the payment or the invoice are exported?

• Why can't I refund certain transactions?

• What is the difference between ACH and Mobile Check Capture?