FieldPulse Payments Chargebacks Overview
Respond to a FieldPulse Payments chargeback before the funds are pulled, match your evidence to the reason code, and prevent the next chargeback.
Payment Receipts Overview
See the payment confirmation email your customer gets after any recorded payment in FieldPulse, what the receipt PDF shows, and which parts you control.
How to Collect Payments: 3 Methods
Take card and ACH payments three ways in FieldPulse — email a payment link, charge a card in the field, or process the payment on the web app.
How to Mark a Payment
Record a payment your customer already made against a FieldPulse invoice so it reads Paid or Partially Paid and balances due stay accurate.
How to Take Partial and Progress Payments
Bill part of a job in FieldPulse by requesting a deposit on an estimate, setting a partial amount due on an invoice, or generating a progress invoice.
How to Process a Refund
Return money to a customer from the invoice’s Payments tab or the FP Payments tab in FieldPulse, with every refund tracked as its own line item.
How to Save a Payment Method on File
Store a customer’s card or ACH account in FieldPulse, then charge it on the next invoice or set it as the automatic payment for recurring billing.
How to Collect Payments With Tap to Pay on iPhone
Turn a supported iPhone into a card reader and take contactless card, Apple Pay, and Google Pay payments from the FieldPulse mobile app at the job site.