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…
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.
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,…
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…
FieldPulse Payments Chargebacks
Why chargebacks happen, how to prevent them, and exactly what to submit to win a dispute — a quick-reference guide for field-service business owners.
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…
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…