FieldPulse’s Recurring Billing allows you to generate recurring invoices on the fly, and save time by requesting or collecting payments automatically through the FieldPulse mobile or web app. We’ve created this feature specifically for our customers who regularly perform maintenance work, such as landscaping and pool maintenance.
Enabling Recurring Billing
To begin using Recurring Billing, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Recurring Billing and select Enable. Now you're ready to begin utilizing recurring billing!
Creating Recurring Billing
To begin creating recurring billing, select Invoices from the left-hand side of your screen.
At the top of your screen, select Recurring Billing.
To create a new recurring billing, press Create Recurring Billing.
You will be required to enter a title and connect a customer.
Now you can customize your recurring billing under Invoice Frequency.
Invoice Frequency: Select how often to invoice your customer. (Weekly, Monthly, Annually, etc.)
Occurrence Date: Select which day of the month to invoice your customer.
Starting Month: Select when you want the invoices to begin.
Automatically Send Invoice to Customer?: Select whether you want your invoices to be automatically sent to your customer, or if you want to preview them each time before sending.
Default Invoice Status: Select between Draft or Invoiced status for your recurring billing.
Next Occurrence: This field will auto-fill with your next invoice occurrence based on the occurrence date and starting month entered above.
You can also enter internal notes on the recurring billing record.
Recurring Billing End Date
Here you can set recurring billing to conclude either after a specified number of occurrences or on a specific date. Once the designated number of billing occurrences is reached, the status will update to 'Completed'.
Note: Records with a status of 'Completed' cannot be edited.
Use Cases:
Plumbing Business: Stops billing after 12 bi-monthly sessions, in line with a one-year contract.
Landscaping Business: Ends billing after 24 weekly sessions, corresponding with the end of the season.
Once you've completed your recurring billing, scroll to the top of your screen and select Save Recurring Billing.
Adding Recurring Billing to a Recurring Job
To add recurring billing to a recurring job, you'll first need to create a recurring job by going to Jobs and clicking Create Job.
Click Create Recurring Job and complete any necessary fields.
Once you've saved your recurring job, select Actions on the recurring job record and click Create Recurring Billing.
Now, simply complete your recurring billing fields as described above in the Creating Recurring Billing section.
Adding Recurring Billing to a Maintenance Agreement
To add recurring billing to a maintenance agreement, start by clicking on Agreements on the left-side of your screen.
Now, you can create a new agreement using the Create Agreement button, or select an existing agreement.
After entering a title for the agreement and linking a customer, scroll down to see the option to Attach or Create Recurring Billing and toggle it on.
If you'd like to attach an existing recurring billing, search in this box to connect it.
If you'd like to create a new recurring billing, use the Create Recurring Billing button to do so.
Now, simply complete your recurring billing fields as described above in the Creating Recurring Billing section. Be sure to save your completed recurring billing, as well as the maintenance agreement.
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.