Payments - Mobile App
Updated this week

In the mobile app, you can apply payment to an invoice in three different ways:

  1. Mark Payment

  2. Collect Payment

  3. Send a Payment Request via Email

Both collecting payment and sending a payment request require the use of FieldPulse Payments. To learn more about FieldPulse Payments, click here.


Select an Invoice

To begin, select the invoice on which you would like to apply payment. Select the Sales tab at the bottom of your screen, then click Invoices.

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Next, click on the invoice record where you'd like to apply payment.

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Once in the invoice record, select Payment.

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You can now select to Mark Payment, Collect Payment, or Send Payment Request via Email. As mentioned above, both Collect Payment and Send Payment Request via Email require the use of FieldPulse Payments. To learn more about FieldPulse Payments, click here.

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Mark Payment

If you select Mark Payment, you can adjust the payment amount, the payment method, and include notes. Once you add all necessary details, click Save Payment or Save to mark the payment in FieldPulse.

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Collect Payment

If you select Collect Payment, you can adjust the payment amount and add notes. You can type in the card details or select the credit card icon to use your device's camera to scan and enter the card details. Once you add all necessary details, click Collect Payment to collect the payment in FieldPulse.

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Send Payment Request via Email

If you select Send Payment Request via Email, you can adjust the requested payment amount, as well as copy the payment link or insert it into an email. For this example, we will select Insert Payment Link into Email.

You can now edit/adjust your email before sending it to your customer. The bottom of the email will allow you to adjust the payment amount, as well as toggle on/off accepting bank transfer and debit/credit cards. Once your email is complete, select Send to send the payment request to your customer.

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Invoice Status

After marking payment, collecting payment, or receiving payment from a payment request email, your invoice status will now read Paid. If you only accepted a partial payment on the invoice, the status will instead say Partially Paid.

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Video Tutorial


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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