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FieldPulse’s Recurring Billing allows you to generate recurring invoices on the fly, and save time by requesting or collecting payments automatically through the FieldPulse mobile or web app. We’ve created this feature specifically for our customers who regularly perform maintenance work, such as landscaping and pool maintenance.

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Enabling Recurring Billing

To begin using Recurring Billing, you’ll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Recurring Billing and select Enable. Now you’re ready to begin utilizing recurring billing! Click on Enable

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Creating Recurring Billing

To begin creating recurring billing, select Invoices from the left-hand side of your screen. Click on Invoices At the top of your screen, select Recurring Billing. Click on Recurring Billing To create a new recurring billing, press Create Recurring Billing. Click on Create Recurring Billing You will be required to enter a title and connect a customer. Click on Title * Now you can customize your recurring billing under Invoice Frequency.
  • Invoice Frequency: Select how often to invoice your customer. (Weekly, Monthly, Annually, etc.)
  • Occurrence Date: Select which day of the month to invoice your customer.
  • Starting Month: Select when you want the invoices to begin.
  • Automatically Send Invoice to Customer?: Select whether you want your invoices to be automatically sent to your customer, or if you want to preview them each time before sending.
  • Default Invoice Status: Select between Draft or Invoiced status for your recurring billing.
  • Next Occurrence: This field will auto-fill with your next invoice occurrence based on the occurrence date and starting month entered above.
Click on Invoice Frequency

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Payment Options

Choose from one of the following payment options:
  • Include a Payment Link with each Invoice you send to your customer
  • Automatically charge the customers credit card that is on file

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Notes:

You can also enter internal notes on the recurring billing record. Click on Recurring Billing Notes

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Recurring Billing End Date

Here you can set recurring billing to conclude either after a specified number of occurrences or on a specific date. Once the designated number of billing occurrences is reached, the status will update to ‘Completed’. Note: Records with a status of ‘Completed’ cannot be edited. Use Cases:
  • Plumbing Business: Stops billing after 12 bi-monthly sessions, in line with a one-year contract.
  • Landscaping Business: Ends billing after 24 weekly sessions, corresponding with the end of the season.
Once you’ve completed your recurring billing, scroll to the top of your screen and select Save Recurring Billing. Click on Save Recurring Billing

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Adding Recurring Billing to a Recurring Job

To add recurring billing to a recurring job, you’ll first need to create a recurring job by going to Jobs and clicking Create Job. Click on Jobs Click on Create Job Click Create Recurring Job and complete any necessary fields. Once you’ve saved your recurring job, select Actions on the recurring job record and click Create Recurring Billing. Click on Actions Click on Create Recurring Billing Now, simply complete your recurring billing fields as described above in the Creating Recurring Billing section.

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Adding Recurring Billing to a Maintenance Agreement

To add recurring billing to a maintenance agreement, start by clicking on Agreements on the left-side of your screen. Click on Agreements Now, you can create a new agreement using the Create Agreement button, or select an existing agreement. Click on Create Agreement After entering a title for the agreement and linking a customer, scroll down to see the option to Attach or Create Recurring Billing and toggle it on. Click on Recurring Billing… If you’d like to attach an existing recurring billing, search in this box to connect it. Click on Recurring Billing *… If you’d like to create a new recurring billing, use the Create Recurring Billing button to do so. Click on Create Recurring Billing Now, simply complete your recurring billing fields as described above in the Creating Recurring Billing section. Be sure to save your completed recurring billing, as well as the maintenance agreement.

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View Your Recurring Billing

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View by Customer Record:

Each Customer Record now has a Recurring Billing tab.

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View by Invoices > Recurring Billing tab:

Within the general Recurring Billing list, you now have a Customer filter, allowing you to quickly locate a customer’s recurring billings without needing to scroll through extensive lists or run separate reports.

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FAQs

If my customer’s credit card declines for a recurring billing I have set up with them, will the recurring billing or invoice continue? Yes, the recurring billing will continue. The invoice will not be marked as paid, and if you have notifications set up (outside of FieldPulse), you should also receive an alert from the payment provider.

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Video Tutorial

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
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