Overview:
This video will cover the important parts of receiving a payment using the field worker application. It will guide you through accessing and navigating the main sections: the job, the apply deposit action, and entering the payment details.
Best Suited for:
- Field Workers participating in financial management activities
Key Components:
- Apply Deposit button allows for the processing of a payment on a job that has not been invoiced.
Video Summary:
Learn how to receive a job deposit in the Field Worker Application. The process begins by navigating to the My Work section and selecting the relevant job. Within the Invoice tab users can select Apply Deposit, choose a payment method and enter card details manually or choose from a saved card on file. After submitting the payment, the system confirms reception and provides options to collect a customer signature, email a payment receipt, and view job details. We provide a comprehensive overview from initiation to completion, outlining the various fields of information and illustrating how the payment received reflect on the job within Service Fusion.
This may vary slightly based upon processor.