I am trying to get started with Payment Collections but need some help fully understanding the best practice for collecting a deposit. Can anyone assist me with this topic?

[wch_alex]

Hi,

Assuming you are referring to the technicians collecting a payment a quick search in the knowledge base links you to this

How to collect:

https://help.servicetitan.com/Content/Payments/payment-collect.htm

How to enable:

https://help.servicetitan.com/Content/Payments/payment-collection-enable.htm

How to Edit or delete payment credits with Payment Collections:

https://help.servicetitan.com/Content/Payments/payment-edit.htm

If you are trying to get more into collecting different forms of payment as well there is an instruction list on how to enable different forms of payment on Titan Advisor (Space Ship icon at top right corner from dashboard).

Let me know if this helps!