• UPDATED
  • CONFIRMED
  • PENDING
  • HUMAN

How to log customer payments with your AI

Connect ServiceTitan to your AI client to handle invoice lookups and payment entries in one conversation.

Ask AI about this page

Short answer

How can I log customer payments using my AI?

Your AI finds the right invoice in ServiceTitan and submits the payment details for you. You'll get updated records and a clear view of what's been paid.

The results

Where your data lands

The AI moves information between your chat and ServiceTitan.

UPDATED

Live invoice records

The AI uses the invoice data to ensure every payment hits the right account. Your ServiceTitan records stay current.

CONFIRMED

Payment logs

Once the AI submits a payment, the transaction is recorded in your system. You won't have to manually enter amounts later.

PENDING

Unpaid balances

The AI identifies which invoices are still open. You'll see exactly what customers still owe.

HUMAN

Disputed amounts

If a payment doesn't match an invoice, the AI flags it. You'll need to step in to resolve the discrepancy.

The workflow

What your AI does when the payment arrives.

The AI handles the data entry so you can stay focused on the customer.

  1. Find the invoice

    The AI searches your ServiceTitan account for the specific customer or invoice number you mention.

    list_invoices

  2. Verify the amount

    The AI checks the outstanding balance against the payment you want to log to ensure they match.

    list_invoices

  3. Submit the payment

    The AI sends the payment details to ServiceTitan to close out the invoice.

    create_payment

  4. Confirm completion

    The AI tells you the payment was successful and confirms the new balance for that customer.

    create_payment

Try it

Copy these to start.

Use these prompts to trigger the ServiceTitan tools.

Starting points

Swap out the bracketed info with your actual customer names or invoice numbers.

ServiceTitan Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_kWJSPj66Z6oMTOszVlAhCkoSlaN0HE1bdmgJuIGp/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ServiceTitan capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "servicetitan-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kWJSPj66Z6oMTOszVlAhCkoSlaN0HE1bdmgJuIGp/mcp"
    }
  }
}
Copy into chat04

  • Show me all open invoices for Smith Plumbing.

  • I just received a $250 payment for invoice #8829. Can you log that?

  • Find the most recent invoice for the Johnson residence and tell me the balance.

  • Log a $50 payment against the outstanding invoice for Miller Corp.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ServiceTitan once, then ask.

Just link your account once. Your credentials stay encrypted and secure on our end while you work in your preferred AI client.

Connect ServiceTitan to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an invoice?

    No. The AI can only list invoices and create payments. It cannot delete or modify existing invoice amounts.

  • 02

    Does the AI handle credit card processing?

    No. The AI logs the payment record in ServiceTitan, but it does not process the actual movement of money through a bank or gateway.

  • 03

    Will the AI automatically pay every invoice it finds?

    No. The AI only performs actions when you specifically ask it to log a payment.

  • 04

    Can I see the invoices before the payment is made?

    Yes. You can ask the AI to list the invoices first so you can verify the details before telling it to log the payment.

  • 05

    What happens if I give the wrong invoice number?

    The AI will tell you it can't find that invoice. It won't guess or apply the payment to a different customer.

  • More questions about ServiceTitan? See everything the ServiceTitan Connector can do

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