Invoices & Payments
By Erin and 3 others4 authors84 articles
- Invoices - Customer has multiple services, wants one invoiceHow to set up one invoice for customers with several locations or recurring services.
- Attach Invoice to Work Order email and send it as soon as Work Order is completedEnabling these settings gets you there
- Auto InvoicingFor when the Billing Frequency and Service Frequency are split
- Auto Pay - keep a Work Order from automatically charging a credit cardIn the Work Order, click the check box Exclude from Auto Pay [x]
- Auto Pay Invoices with a Credit Card on fileYou must have a Stripe account to use this feature
- Bulk print Invoices and completed Work Orders to customers who want them mailedChange their location name to Mail Paper Invoice
- Charged a credit card and Stripe didn't process itMake sure you're charging the card on file
- Combine payments to reduce Stripe feesPer transaction charges add up - pay outstanding Invoices with one payment
- Consolidated InvoicesCombine multiple Invoices into one
- Creating ACH/EFT payments through StripeManually enter the payment into Fieldwork as a debit
- Payment date and Closed dateWhat is the difference between the payment date and closed date?
- Document templatesStreamline how your Work Orders and Invoices look
- Email a paid receiptConfigure your Stripe settings or send a Transaction History
- Dashboard Sales & Income Widgets - where those numbers come fromSales are jobs invoiced, Income is money received
- Financial hold - what does it do?Financial hold stops Work Orders from being created and takes existing ones off the Calendar
- Find Invoices that show $0.00Sales > Invoices click the Total column header
- Generating StatementsHow to automate it
- Sales > Statements OverviewGenerate Statements for all customers to bulk email or bulk print
- Getting a customer's balance to zero (Part 1 of 3)Deleted invoices
- Getting a customer's balance to zero (Part 2 of 3)Activating an inactive account
- Getting a customer's balance to zero (Part 3 of 3)Balance/Unapplied Payments show in an account when there shouldn't be
- Initial balance $ - how to use itAnd how to find initial balances for your accounts
- Installment plan for customer who falls behind in paymentsHow to create one for someone who has fallen behind on payments
- Invoice Delivery Preference - what it doesAnd what it doesn't do
- Invoices - bulk emailing and bulk printingIdeal for emailing or printing multi-customer unpaid and overdue invoices
- Invoices - can't edit[X] No-charge (Callback) makes it read only
- Invoices - changing the due dateCreate a new billing term for the customer
- Invoices - changing the price insideHow to change an invoice price after it's been created
- Invoices - contains old billing informationEdit the invoice and click the 'refresh' circle
- Invoices - creating an annual invoiceHow to create one invoice for a year of service
- Invoices - creating a new Invoice for a specific locationCreate a new invoice for a customer with more than one service location
- Invoices - emailed but customer has no emailCC: ( carbon copy )
- Invoices - hiding the balance forwardHow to have invoices show only the amount due for one service
- Invoices - schedule for the pastYes if it's one-time, no if it's recurring
- Invoices - one-time charge on the first visit, $0.00 thereafterYou have one of two ways to do that
- Invoices - send email once invoice is paidIt's not automatic, but it can be done manually
- Invoices - show $0.00Billing and Service frequencies differ
- Invoices - sort by service locationFor a single customer
- Invoices - system generatedWhat triggers the generation
- Invoices - updates pendingThe QuickBooks status for the invoice changed
- Invoices - why create one without a Work OrderWhen everything revolves around the Work Order
- Late Payment Reminder - turning off for one customerBut I want the reminders sent to everyone else
- Manually letting customers know they're overdueSend an invoice or a statement
- One-Time Billing Frequency and invoice today (or tomorrow)For an upcoming service, make the Work Order a one-day, one-time series
- Paid receipt - how to emailIf it's a Stripe payment, email it from Stripe
- Payment frequency - different from service frequencyServices with monthly payments
- Payments - automatically apply credit to future work[X] Automatically apply positive credit balance
- Payment email notificationsGet notified through Stripe or PayPal
- Payment - pay a year in advanceCustomer doesn't want an invoice with each service
- Payments - delinquent customer won't payWrite off as bad debt
- Payments - how to apply a prepayment without an invoiceUnapplied Payments serves as a credit to the customer's account
- Payments - how to make a bulk paymentThat $1,000 check finally came in!
- Payments - how to reconcile weekly 'deposits'Techs stop by once a week to give you checks and cash
- Payments - incorrectly applied to wrong customerFirst refund the 'wrong' customer
- Payments - incorrectly applied, how to fixChange the payment type within the payment
- Payments - misapplied credit cardEdit the payment and update Credit Card to the card on file
- Payments - viewing one customer's historyThere are three ways to find it
- Payments - showing as creditAutomatically apply positive credit balance
- QuickBooks - sync doesn't appear to syncThere can be a lag time between the sync and what you see in QuickBooks
- Refund or Reversal of paymentSteps to refund/reverse payment as credit or other actions such as NSF check
- Removing credit if you sent a check for an over paymentClick Account Adjustment
- Sales > Invoices...How to find, print or email invoices
- Sales > Payments...How to find, print or email Payments
- Set up 2 or more monthly treatments & Invoice just oneCreate two series, bill only one
- How to create a Statement or Transaction History for a CustomerCreate a Statement that includes unpaid & overdue invoices OR create a Transaction History that includes all payments & invoices
- Statements - managing through Sales > StatementsAnd don't forget the Statements tab in the customer's account page
- Stripe - 7-day wait on first chargeThey check your information for accuracy
- Stripe & QuickBooks - adding 2-factor authentication securityYou should have this on all your financial transaction sites; banking, 401k, etc.
- Stripe - did a payment go throughLook for the stripe reference # in the payment
- Stripe - how to set upGo to Settings, CC Payments (Stripe Unifed)
- Stripe - how to issue a CC refundLog in to www.stripe.com and issue the refund there
- Stripe Payment Error CodesDeclined Credit Cards: an explanation of Stripe's error codes
- Stripe - payment with CC on fileDon't select 'credit card' as the payment method
- Stripe - what name is on CC statementMy company name or Stripe?
- Tax Rates - getting startedEnter tax rates for your taxable services and materials
- Tax rates - how to deleteOnly if it hasn't been used yet
- Tax rates - services don't auto-taxBut materials do
- Unauthorized access message in the CalendarUser needs to have Invoicing role
- Why are my Stripe customers' charges marked as recurring?Stripe cannot store CVC codes so they mark the payment as ‘recurring’
- Work order complete - No invoice generatedIt's a Series and the Billing frequency was changed to For Every Work Order after the first Work Order is completed
- Connected Stripe Unified Account - Not currently in use!The Stripe Unified account in not currently in use
- Refund where an incorrect credit card was usedWrong credit card was used to pay for an invoice
- Credit Memohow to create a credit memo
- SMS / Text Delivery of InvoicesHow to text clients invoices in Fieldwork.