Marking Payments
Once your customer has paid, you can mark their payment on the corresponding invoice record. Payment records are required in order to mark the invoice as…
Collecting Payments: 3 General Methods
Want to collect and track customer payments directly in FieldPulse? FieldPulse Payments makes the process seamless and saves you from making yet another…
Partial & Progress Payments
Using estimates and invoices, you can request partial payments, deposits, or progress payments. There are three methods outlined below to achieve this result.
Refunds
To process a refund, click onto the Invoice Record that you would like to complete the refund for. When on the record, click on the Payments tab from the…
Payment Statuses & Failed Payment Notifications
FieldPulse tracks the real-time settlement status of payments processed through FieldPulse Payments. You can see whether a payment is still processing,…
Saving a Payment Method on File
Running a service business means juggling jobs, customers, and paperwork. The last thing your team needs is to chase customers for a card or bank account…