on 04-12-2022 09:50 PM - edited on 02-22-2023 11:54 AM by e_dunn
Save time and simplify your reconciliation process with auto-batching. Accessible and ready to activate in your account, auto-batching matches your ServiceTitan payments to your bank deposits and puts them in a batch for you, removing the headache of manually reconciling your electronic payment transactions.
Once enabled, auto-batching runs overnight, every night—leaving you with an easy-to-export batch report and fewer steps in your workflow. This feature is available to all of our customers using ServiceTitan Payments at no additional cost.
Currently, only payments processed through these ServiceTitan Payments integrations are auto-batched, which include:
Credit Card Transactions through NMI/TSYS
Bank ACH transactions through ProfitStars
Check Remote Deposits (mRDC) through ProfitStars
Stop manually reconciling and start saving time today. Connect with our Payments Specialist at paymentsupport@servicetitan.com to activate this feature and check out the Knowledge Base article for a full overview.