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.

To process a payment, 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.

Here's how to email an online payment request to the customer along with their FieldPulse estimate or invoice. This provides them with the ability to pay online with their debit/credit card or ACH.

Select or create the estimate/invoice that you would like to take payment on. Select Preview to generate the estimate/invoice for you.

Once the estimate/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.

If you are collecting payment on an estimate, you can request a specific dollar amount or percentage of the total estimate amount.

You can now send the estimate/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.