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Who uses this: Admins and Team Managers, and Service Agents whose Create & send estimates/invoices permission is turned on (Service Agents work only the estimates and invoices on their assigned jobs); Limited Agents cannot. Having the customer pay the requested amount online by card or bank transfer also needs FieldPulse Payments access, set per user under Company Settings > User Accounts. Availability: All regions. FieldPulse Payments is available to businesses located in the United States.
You do not have to bill a job all at once. On an estimate or invoice, you can ask for a deposit up front, a draw partway through the work, or any other partial amount — as a set dollar figure or a percentage of the total. FieldPulse gives you three ways to do it, and each one ends with an amount due the customer can pay or you can collect on site.

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Overview

A partial or progress payment asks the customer for part of an estimate or invoice total instead of the full balance. FieldPulse offers three methods, all worked from the estimate or invoice record itself:
  • Request an amount from the estimate or invoice preview — set a payment request amount on the email you send with the PDF.
  • Set the amount due on an invoice — change what the invoice preview and the emailed invoice show as due.
  • Generate a progress invoice — produce a separate progress invoice PDF for the amount you want now.
Setting the amount due and generating a progress invoice both let you choose the remaining balance, a set dollar amount, or a percentage of the total. The emailed payment request takes a dollar amount or a percentage.

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Video walkthrough

Video walkthrough: requesting partial, deposit, and progress payments

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Before you begin

  • Open the estimate or invoice you want to take payment on, or create it first.
  • Every method below can request an amount on an estimate or invoice. For the customer to pay that amount online by credit/debit card or bank transfer, your account needs FieldPulse Payments — see How to Collect Payments: 3 Methods.

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Request payment from the estimate or invoice preview

Attach a payment request for part of the total to the estimate or invoice you email the customer.
  1. Open or create the estimate or invoice you want to take payment on, then select Preview to generate it. The Invoice Record with the Preview button highlighted, between the Payment and Actions buttons
  2. Once the PDF is generated, select Email To Customer. The generated invoice preview with the green Email To Customer button highlighted above the PDF, next to the display options panel
  3. Scroll down in the email window and confirm Include Payment Request is checked, along with Credit/Debit Card, Bank Transfer, or both.
  4. In Payment Request Amount, enter a dollar amount or a percentage of the total — use the $ and % buttons to switch between the two. The email options with Include Payment Request, Credit/Debit Card, and Bank Transfer checked, and the Payment Request Amount field highlighted with its dollar and percent buttons
  5. Select Send to email the estimate or invoice and its payment request to the customer.

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Set the amount due on an invoice

Change what the invoice shows as due, so the customer sees the deposit or draw instead of the full balance.
  1. Open the invoice record and select Preview. The Invoice Record for invoice #1020 with the Preview button highlighted, between the Payment and Actions buttons
  2. In the invoice preview, select the value next to Amount Due Displayed. The invoice preview display options panel with Amount Due Displayed set to Set Amount and highlighted at the top of the list
  3. Choose what to collect — Remaining Balance, Set Amount, or Percentage Of Total. The Amount Due Displayed dropdown open, listing Remaining Balance, Set Amount, Percentage Of Total, and None
  4. For Set Amount, enter the dollar figure in the Amount Due field. For Percentage Of Total, enter the percentage in the Percentage of Total Amount field.
    The Amount Due field highlighted with 50 entered, below Amount Due Displayed set to Set Amount
    The Percentage of Total Amount field highlighted with 10 entered, below Amount Due Displayed set to Percentage Of Total
  5. Check the preview — the invoice summary now shows the amount you set under Amount Due, with the invoice total unchanged above it. The invoice preview summary showing a total of $515.00, $0.00 paid, and Amount Due highlighted at $50.00
  6. Email the invoice to the customer, or collect payment on site.

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Generate a progress invoice

Produce a separate progress invoice PDF for the amount you want to collect now.
  1. Open the invoice record and select Actions. The Invoice Record with the green Actions button highlighted, between the Preview and Edit buttons
  2. Under PDFs, select Generate Progress Invoice. The Actions menu open with its Related, PDFs, Update, and Basic columns, and Generate Progress Invoice highlighted under PDFs
  3. In the Send Progress Invoice pop-up, set Amount Due Displayed to Remaining Balance, Set Amount, or Percentage Of Total. The Send Progress Invoice pop-up with the Amount Due Displayed dropdown highlighted on Remaining Balance, above the Cancel and Save buttons
  4. For Set Amount, enter the dollar figure in the Amount Due field; for Percentage Of Total, enter the percentage in the Percentage of Total Amount field. Then select Save.
    The Send Progress Invoice pop-up set to Set Amount with 50 in the Amount Due field and the Save button highlighted
    The Send Progress Invoice pop-up set to Percentage Of Total with 10 in the Percentage of Total Amount field and the Save button highlighted
  5. A PDF preview of the progress invoice opens. Adjust PDF Display Options, then select Email To Customer, Save to keep the PDF on the invoice record, or Discard.
The progress invoice PDF preview with PDF Display Options, Email To Customer, Save, and Discard across the top toolbar

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. You have taken a partial or progress payment when the amount due on the estimate or invoice reads the deposit or draw you set instead of the full total, and the customer can pay that amount.