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

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

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.

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.

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.

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.

(Note: Payrix users can also process payments from personal checking/savings account or business checking/savings on the mobile app.)

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.

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.