FieldPulse Payments Legacy

FieldPulse Payments Legacy

Your account is on FieldPulse Payments Legacy. Your current payment setup will continue to work, but won’t receive new features or add-ons. We’ve released our upgraded FieldPulse Payments, which is built directly into FieldPulse—no separate portal—and it’s where we’ll deliver all future enhancements. You’ll also have the option for features such as: Card Fee Recovery & Next-Day Funding on cards and validated ACH.

To upgrade, navigate to Company Settings > Features & Plugins > FieldPulse Payments tile > Upgrade.

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You can accept payments in 3 ways

• Emailing an online payment request via web app or mobile app

• Processing the payment on the mobile app

• Processing the payment on the web app

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Emailing an Online Payment Request

Web App

Here’s how to email an online payment request to the customer along with their FieldPulse invoice. This provides them with a Pay Invoice button in the email so they can pay online with their credit card or ACH.

Web App: Method 1

You will first navigate to the Invoice tab on the left-side of your screen. From there, select or create the invoice that you would like to take payment on. Select Preview to generate the invoice for you.

Once the invoice PDF has been generated, select Email to Customer.

This will display a window where you can adjust the email message and toggle on the Include Payment Request. You will now be able to enter the payment request amount.

You can now send the invoice and payment request to your customer. Once the payment has been processed, the status of the invoice record in FieldPulse will now say Paid. You can view the payment history under Payments as well.

Web App: Method 2

Another way to request payment by email is to return to the invoice record. Select the Payment button and choose Request Payment.

Now that the payment link has been inserted, you can email the invoice and payment request out to your customer.

Once you send the email, your customer will receive an email similar to the example shown below. By clicking Pay Invoice By Credit Card, your customer will be able to enter their credit/debit card information or set up a bank transfer.

Once the payment has been processed, the status of the invoice record in FieldPulse will now say Paid. You can view the payment history under Payments as well.

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Mobile App

The process for emailing payment requests from the mobile app closely mirrors the process in the web app.

Mobile App - Method 1

You will first navigate to the Sales tab at the bottom of your screen and select Invoices. Then, open or create the invoice record for which you want to send an email payment request. Once on the invoice record, select Actions.

Next, click Generate Preview.

Now you will view the invoice. If everything looks good, select Send.

Now press Email to Customer.

Your last step will be to toggle on Include Payment Request, Credit/Debit Card, and Bank Transfer (if applicable) and press Send.

Mobile App - Method 2

Another way to request payment by email is to return to the invoice record. Select the Payment button and choose Send Payment Request via Email.

Select Insert Payment Link into Email.

Now that the payment link has been inserted, you can email the invoice and payment request out to your customer.

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Processing Payments in FieldPulse

Here’s how to process payments in our mobile apps on iOS and Android. The card information can be typed in, scanned, or swiped.

Web App

Here’s how to process payments via the WebApp. This would most likely be used for over the phone payments.

To start, go to the invoice record that you are looking to collect payment on and click on Payment.

From here, a window will pop up - select Take Payment.

Once the card details have been entered, the Charge Card button in the lower right-hand corner will become available. Once you click, the payment will be collected. Then you will see the status of the invoice marked as Paid or Partially Paid depending on the amount you collected. This will also create a payment record under the invoice - to view your payment history select Payments from the top of the invoice record.

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Mobile App

You will first navigate to the Sales tab at the bottom of your screen and select Invoices. Then, open or create the invoice record for which you want to collect payment.

Once on the invoice record, select Payment. Then select Collect Payment.

To enter the card details, you can type in the fields below or select the credit card icon to scan the card with your camera and collect the payment.

Once you press Collect Payment, this will update the invoice status to Paid or Partially Paid and create a payment record under the invoice record.

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Refunds in FieldPulse

To learn more about processing refunds in FieldPulse, Refunds.

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Video Tutorials

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FAQs

Who is eligible to use FieldPulse Payments?

Businesses located in the United States and Australia can use FieldPulse Payments.

How can I get started?

You can begin the application process at your convenience. Fieldpulse Payments Application to start!

What are the associated costs?

There is a processing fee for debit/credit cards and ACH payments, as well as a monthly cost. Chat with our team to learn more.

Is there a transaction limit?

Your transaction limit will be set at $500,000. If you need to change this limit, reach out to our team to submit documentation and request an increase!

What are my funding options in the United States?

Your account will default to Standard 2 Business Day Funding, which requires a $50 minimum payout and has no payout fees. The maximum daily payout is$500,000. If you’d like to use Next Business Day Funding, please reach out to our team at [e-mail] or chat with us.

What are the funding timelines in the United States?

For Standard 2 Business Day Funding, transaction batches are sent daily to the processor for all transactions at 9:30 PM EST. Transactions processed after 9:30 PM EST will be captured in the next day’s batch.

• Card payment transactions are settled, then your FBO account is funded the next business day.

• eCheck payment transactions are settled, then your FBO account account is funded within 3-5 business days.

Example eCheck Payment Transaction Funding Timeline

Transaction Batch Close	FBO Account Funded	Bank Account Deposit
Wednesday	Monday	Monday
Thursday	Tuesday	Tuesday
Friday	Wednesday	Thursday

For Next Business Day Funding, transaction batches are sent daily to the processor for all transactions at 10:30 AM EST. Transactions processed after 10:30 AM EST will be captured in the next day’s batch.

Example Payment Transaction Funding Timeline

Transaction Batch Close	FBO Account Funded	Bank Account Deposit
Wednesday morning	Wednesday evening	Thursday morning
Thursday morning	Thursday evening	Friday morning
Friday morning	Friday evening	Monday morning

Does FieldPulse deduct the processing/merchant fee from the deposit account or the subscription account on record with FieldPulse?

If you are using FieldPulse Payments Legacy, processing fees are automatically deducted from the payment before the funds are deposited into your bank account. In this case, the deposit you receive will be the total payment amount minus the processing fee.

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.