Now that you have been approved for FusionPay, you need to learn the basics of how to navigate in your new dashboard, what payment types get created as a result of the FusionPay integration, how to process job deposits in the field worker application and the back office, as well as receiving invoice payments in the field worker application as well as the back office. We even show you how to sync the payments to your QuickBooks environment, and make a bank deposit in QuickBooks to complete the entire payment process!
To kick things off, you'll notice a new entry in your Service Fusion dashboard, under the Accounting header. From Accounting > FusionPay Dashboard, you can access your mission-control for viewing metrics, payments, and received deposits as a result of your FusionPay payment activities. Join us with the video below to learn more about your new FusionPay dashboard!
Next, you'll want to take a payment - First, you'll want to become familiar with the payment methods that are added to your Service Fusion account (visible from My Office > (list management) > Payment Methods) that will utilize the FusionPay Integration. View the video below to learn more!
Once you are armed with the knowledge on Payment Methods, you are ready to process your first received payment with the new Integration! As you know, in Service Fusion, there are different payment types that can be processed: 1.) Job Deposits (if an invoice does not yet exist at time of payment reception) and 2.) Invoice Payments (if an invoice does exist at time of payment reception). You can use your new FusionPay integration for processing both payment types, and we show you how to do this in the two videos below! We start by processing in the back office component of Service Fusion, and move the processing both payment types in the field worker application.
Job deposits in the back office using the FusionPay integration:
Invoice Payments in the back office using the FusionPay integration:
Job deposits in the field worker application using the FusionPay integration:
Invoice Payments in the field worker application using the FusionPay integration:
Now that you are receiving payments in Service Fusion, you will want to sync those payments to QuickBooks and make sure to reconcile these deposits against your bank account. Learn this process with the video below!