Fieldworkers can easily process payments against invoices from within the iOS and Android mobile Apps. They must have access to cost & invoicing. To do so they will need to follow the steps below:
- Once a job has been marked complete the fieldworker can go into the cost, time and invoicing section and generate the invoice (if it has not already been generated)
Click "Create invoice" once all of the cost items are correct and generate the invoice.
- Fieldworkers can now choose "card" as the payment method and then enter card details and the amount they wish to charge the customers card.
Once you have entered details, select "Process payment" and payment will be processed and recorded against the invoice.
Bonus: you can watch our full Mobile App Overview video right here.