Payment

Ebrinson123
New Contributor

When you make a payment, it just shows "visa" We have customer with multiple cards on file and if they call and ask which card we ran, we have no way of telling. I would like to see if it would at least put the last 4 of the card so we can tell which card. 

4 REPLIES 4

egamby84
New Contributor III

That would be super helpful!

KG-GriffinHVAC
New Contributor II

We just put the last 4 digits in the memo for reference. You can also add different payment types, like MasterCard, AMEX, etc.  I think its in settings, if I remember correctly. 

I hate to have to take extra steps, but this is definitely and good alternative! Thanks for sharing!

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Do you use the Payment Gateway?  If it is only for a client occasionally, then you can look for the transaction in there and advise which card was used.

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning