Overview:
This video will cover the important parts of receiving an invoice payment using the field worker application. It will guide you through accessing and navigating the main sections: the job, finalizing the invoice, receiving the payment and entering the payment details.
Best Suited for:
- Field Workers participating in financial management activities
Key Components:
- The Completed status icon allows you to begin the invoicing process
- The Finalize Invoice button allows for initiation and creation of the invoice
- The Apply Payment button is for the reception and processing of the invoice payment
Video Summary:
Learn how invoice a job, which requires changing the job status to Completed before finalizing the invoice. Once the job is invoiced, users can access the invoice options tab and select Apply Payment. The payment screen allows users to choose a payment method, either manually entering details or selecting a stored payment. After submitting the payment, the system processes it and confirms successful receipt, displaying transaction details. Users then have options to Get Customer Signature, Email Invoice, View Job Details or Void Payment. This streamlined workflow ensures efficient invoice payment processing in the Field Worker application.
This may vary slightly based upon processor.