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

1. Mark Payment
2. Collect Credit Card Payment
3. Collect ACH Payment
4. Send a Payment Request via Email

Collecting payment (credit card or ACH) and sending a payment request require the use of FieldPulse Payments. To learn more about FieldPulse Payments, the FieldPulse Payments guide.

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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. Next, click on the invoice record where you’d like to apply payment. Once in the invoice record, select Payment. Or, utilize the green Actions button and select Payment that way. You can now select to Mark Payment, Collect Credit Card Payment, Collect ACH Payment or Send Payment Request via Email. As mentioned above, Collect Credit Card Payment, Collect ACH Payment and Send Payment Request via Email require the use of FieldPulse Payments. To learn more about FieldPulse Payments, the FieldPulse Payments guide.

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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 Credit Card Payment

If you select Collect Credit Card 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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Collect ACH Payment

If you select Collect ACH Payment, you can also process payments from personal checking/savings accounts or business checking/savings on the mobile app.

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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 by utilizing the toggles at the bottom.

• Include Payment Request: When toggled on, this allows you to decide whether or not you would like to accept credit card/debit card and bank transfers. You also can adjust the payment amount due. You can request a specific dollar amount or percentage.
• Include Customer Loan Offer Through Acorn: When toggled on, this allows your customers access to financing options pending approval of their application. Learn more about Acorn Finance the Acorn Finance integration guide.
• Simultaneously Send SMS To Customer: When this option is toggled on, you can send a text message at the same time as the email.
  • Customization: You can personalize the text message to convey any message you choose.
  • Audio Attachment: There is also an option to attach an audio recording to the text message.
• Attach Voiceover Audio Recording: When toggled on, this option allows you to include a personalized audio message. This feature is particularly useful for walking your customer through the invoice, helping to address any questions they may have in advance.

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

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