Overview
You can process customer credit cards directly on adjustment invoices in ServiceTitan. This helps expand your team's selling and job booking capabilities while allowing your customers more options. For processing payments on regular invoices, see Collect a payment.
Who uses this feature
Administrators and office employees
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
If ServiceTitan isn't able to confirm whether a customer's credit card or check payment was successful, its Transaction Status will be set to Pending. For example, if a technician's mobile device lost connection as a credit card payment was being processed.
While pending, the payment is not eligible for auto-batching or integrated refunds.
ServiceTitan automatically attempts to verify payments with the Pending status every 15 minutes.
If you save a customer's credit card as a primary payment method, it's marked with (P) and is the first option in the Type dropdown.
Process a credit card payment
If a customer wants to make a credit card payment over the phone:
Search for and open the adjustment invoice.
Click Add a Payment.
Enter payment information:
Amount: You can enter any amount.
Type: Select Credit Card.
Paid On: Defaults to today's date.
Memo: Enter a memo on the payment. For example, you could indicate that this is a down payment.
Authorization Code: Leave this blank. This field automatically populates once the transaction is processed.
Click Charge Card.
Note: If you want to use the EMV Swiper, click Swipe Card. Run EMV Swiper page opens. For more information on how EMV swipers operate, see Process point of sale transactions in the ServiceTitan POS mobile app.
In the Charge Credit Card screen, enter the credit card info:
Owner Name: Enter the name as it appears on the card.
Credit Card Number: Enter the name as it appears on the card.
CVC/CVV: Enter the 3-digit or 4-digit CVC/CVV code. This is usually located on the back of the card.
Expires at: Enter expiration date for the card.
Billing Zip: Enter the zip code for the billing address on the card.
Store card data for future payments: Select to store the customer's credit card for future payments.
Note: This feature gives you the ability to store credit card transactions securely on our PCI Compliant Payment Gateway and charge the card any time, for both memberships and future job payments. The full credit card number is stored on the outside Payment Gateway and stored in ServiceTitan as an encrypted token, allowing you to charge the card anytime, without storing the card anywhere in your system.
6. When you're finished, click Charge.
Save a credit card
If you want to save a credit card without charging it:
Search for and open the customer record you want to add a credit card to.
From the customer record, click the Add Payment Method dropdown then select Credit Card or Bank (ACH) Account.
If you select Credit Card, fill out the credit card info:
Cardholder Name: Enter the name as it appears on the card.
Card Number: Enter the credit card number.
Valid Through: Enter the credit card validation date. The year must be entered as 4 digits. For example, "2022."
CVV: Enter the 3-digit or 4-digit CVV code. This is usually located on the back of the card.
Payment Type: Select the payment type from the dropdown.
Billing ZIP: Enter the ZIP code for the billing address on the card.
Business Unit: Select the business unit from the dropdown.
Primary payment method: Select if this is the primary payment method.
When you're finished, click Save.
If you select Bank (ACH) Account, fill out the bank account information:
Owner Name: Enter the name as it appears on the card.
Payment Type: Select the payment type from the dropdown.
Routing (ABA) number: Enter the routing number. It can be found on the front of the check.
Account Number: Enter the account number.
Billing Zip: Enter the zip code for the billing address on the card.
Business Unit: Select the business unit from the dropdown.
This is the primary payment method: Select if this is the primary payment method.
When you're finished, click Save.
When you go to the Customer record, you can also view credit cards saved through Customer Portal in the Invoices section.