Want to collect and track customer payments directly in FieldPulse? FieldPulse Payments makes the process seamless and saves you from making yet another account!

You can accept payments in 3 ways:

To enable FieldPulse Payments, email us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

Here's how to email an online payment request to the customer along with their FieldPulse invoice. This provides them with a Pay Invoice button in the email so they can pay online with their credit card or ACH.

You will first navigate to the Invoice tab on the left-side of your screen. From there, select or create the invoice that you would like to take payment on. Select Preview to generate the invoice for you.

Once the invoice PDF has been generated, select Email to Customer.

This will display a window where you can adjust the email message and toggle on the Include Payment Request. You will now be able to enter the payment request amount.

You can now send the invoice and payment request to your customer. Once the payment has been processed, the status of the invoice record in FieldPulse will now say Paid. You can view the payment history under Payments as well.

Another way to request payment by email is to return to the invoice record. Select the Payment button and choose Request Payment.

Now that the payment link has been inserted, you can email the invoice and payment request out to your customer.

Once you send the email, your customer will receive an email similar to the example shown below. By clicking Pay Invoice By Credit Card, your customer will be able to enter their credit/debit card information or set up a bank transfer.

Once the payment has been processed, the status of the invoice record in FieldPulse will now say Paid. You can view the payment history under Payments as well.

The process for emailing payment requests from the mobile app closely mirrors the process in the web app.

You will first navigate to the Sales tab at the bottom of your screen and select Invoices. Then, open or create the invoice record for which you want to send an email payment request. Once on the invoice record, select Actions.

Next, click Generate Preview.

Now you will view the invoice. If everything looks good, select Send.

Now press Email to Customer.

Your last step will be to toggle on Include Payment Request, Credit/Debit Card, and Bank Transfer (if applicable) and press Send.

Another way to request payment by email is to return to the invoice record. Select the Payment button and choose Send Payment Request via Email.

Select Insert Payment Link into Email.

Now that the payment link has been inserted, you can email the invoice and payment request out to your customer.

Here's how to process payments in our mobile apps on iOS and Android. The card information can be typed in, scanned, or swiped.

Here's how to process payments via the WebApp. This would most likely be used for over the phone payments.

To start, go to the invoice record that you are looking to collect payment on and click on Payment.

From here, a window will pop up - select Take Payment.

Once the card details have been entered, the Charge Card button in the lower right-hand corner will become available. Once you click, the payment will be collected. Then you will see the status of the invoice marked as Paid or Partially Paid depending on the amount you collected. This will also create a payment record under the invoice - to view your payment history select Payments from the top of the invoice record.

You will first navigate to the Sales tab at the bottom of your screen and select Invoices. Then, open or create the invoice record for which you want to collect payment.

Once on the invoice record, select Payment. Then select Collect Payment.

To enter the card details, you can type in the fields below or select the credit card icon to scan the card with your camera and collect the payment.

Once you press Collect Payment, this will update the invoice status to Paid or Partially Paid and create a payment record under the invoice record.