Tap-to-Pay in ServiceTitan within the Office
ServiceTitan's Tap-to-Pay feature allows for quick, secure, card-present transactions, which saves time and lowers credit card fees compared to manual keyed-in transactions. You can accept payments with Tap-to-Pay directly with your mobile device without having to use a credit card reader.
Historically, for non-Tap-to-Pay charges, you'd need to go into the Translink portal to see charge details, refund or void payments, and more. The good news with Tap-to-Pay is that it runs on a different backend platform than the usual credit card processing, and can all be handled right within ServiceTitan!
Accessing External Payments
Tap-to-Pay's Translink-equivalent portal is under the Accounting tab.
If you're not able to access any of the below, please submit a ticket to helpme.goettl.com and someone from the App Support team will reach out to assist.
- Within ServiceTitan, go into the Accounting section, and under EXTERNAL PAYMENTS, select Dashboard.
- From here, you'll see several various tabs such as Transactions, Payouts, and more:
- Under Transactions, you can search for a customer's name, card number, transaction ID, and a lot more.
- Click on a transaction to open a new window that will show you a plethora of information, such as payment details, device used, the last 4 digits of the card used, and more.
Refunding and Voiding Transactions
The best part about this new access is you can refund and void transactions directly within ServiceTitan. No more need to access a 3rd party portal!
If you're not able to access any of the below, please submit a ticket to helpme.goettl.com and someone from the App Support team will reach out to assist.
- After clicking into a transaction, at the top you'll notice a blue Refund / Void button.
- Click on that button, and you'll be greeted by a simple window where you can enter the dollar amount you want to refund, and the reason for said refund. Make sure to note to the customer the 5-10 day delay before it will show up on their statement.
- Once you've clicked the Refund / Void button, scroll down to the bottom and you'll notice a new Related transactions section. Click on the downwards arrow to expand this section, and you'll be greeted with all the refunded details.
- This new refund will also show at the top of the Transactions section as well, but will still contain any of the related transactions (such as the original payment/charge).
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