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. 

2 REPLIES 2

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. 

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