Processing Payments from the Fieldworker Mobile App

Complete the job
Once the job is marked as complete, open Costs from the Job details screen.

Review the costs
Check that all cost items, quantities and amounts are correct. Add or update any items if required.

Create the invoice
Tap Create invoice. Enter the customer's email address, select the invoice terms and set the due date.

You can then choose to:

Review the invoice
Once created, review the invoice details, including the invoice number, dates, line items, total and outstanding balance.
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Open Take payment
From the invoice, tap Take payment.

Select a payment method
Choose the appropriate payment method:

Enter the payment details
Enter the amount received and any other required payment details. For card payments, enter the required card details.

Process the payment
Tap Process payment to record the payment against the invoice.