How can I record payments in the field?

Fieldworkers can create and send Clients their Invoices from the field as well as record Payments. This article will cover how fieldworkers can record a payment from the Work Mobile App.

From the Job Record on Work Mobile select Billing then Payment.

Note: Fieldworkers can record a Payment at any point in the job cycle after accepting the Job.

Fieldworkers will see the current outstanding balance as the Amount Due and are able to record multiple payments on a single Job.

Choose the Payment Type from the drop-down menu, fill in the Amount Received, Reference Number and Notes then select Submit.

Note: Reference Number will appear as the Check Number to the Admins.

Finalize the Payment by selecting Confirm.

Learn how to invoice a Job from the field.