Payments list page and key metrics

Overview

The Payments page contains the complete record of payments collected in Fieldified, with tools for filtering, sorting, transaction review, and bank-payout reconciliation.

Open Invoices and select the payments view.

The page has two tabs:

• Overview contains online and recorded offline payments, including card, bank, cash, check, and other methods.
• Payouts contains online-payment funds moving to or deposited into the connected bank account.

The page actions also provide access to:

• Settings for payment configuration and payout preferences.
• Disputes for reviewing and responding to disputed transactions.

Overview tab on the payments list page

The Overview tab opens by default and lists every collected payment.

Key metrics on the payments overview tab

• Upcoming payouts: Online-payment funds currently moving toward the connected bank account.
• Skip the wait: Funds eligible for an instant payout.
• Invoice payment time: The average time residential and commercial invoices take to be paid after delivery, with comparison to the previous 30 days.
• Invoices paid on time: The percentage paid before the due date during the last 60 days, with separate residential and commercial trends.

Use these metrics to monitor payment speed, due-date performance, and cash moving between Fieldified and the bank.

Filter and search the payments list

Filters can be used alone or combined.

Status filter

• All.
• Pending: Still processing.
• Succeeded: Processed successfully.
• In dispute: An active dispute is being reviewed.
• Disputed: The dispute process has completed.
• Refunded: The full payment was refunded.
• Partially refunded: Part of the payment was refunded.
• Failed: The payment could not be completed.

Method filter

• All methods.
• Fieldified Payments.
• Fieldified Payments - Bank Payment (ACH).
• Fieldified Payments - Card.
• ACH bank payment.
• Bank transfer.
• Cash.
• Cash App.
• Check.
• Consumer financing.
• Credit card.
• Electronic payment.
• e-Transfer.
• Money order.
• Other.
• PayPal.
• Venmo.
• Zelle.

Date filter

• All dates.
• Last week.
• Last 30 days.
• Last month.
• This month.
• This year.
• Last 12 months.
• Custom start and end dates.

Use search to locate a payment by client, invoice, payment reference, or transaction detail.

Sort the list in ascending or descending order using:

• Client.
• Payment date.
• Payout date.
• Status.
• Method.
• Amount.

View individual payment details

Select a payment row to review:

• Transaction date.
• Method.
• Applied to: The invoice or quote receiving the payment.
• Card details: Masked number, expiry date, and cardholder name.
• Billing address.
• Paid through.
• Transaction number.
• Additional details about how the payment was applied.

The Paid through value can identify:

• Fieldified mobile app.
• Employee online payment.
• Digital wallet.
• Mobile payment.
• Card swipe.
• Automated payment.
• Card reader.
• Other.

The payment timeline shows:

1. Collected: Date and time the payment was received.
2. On the way: Funds are being processed for payout.
3. Deposited: Funds reached the connected bank account.

Payouts tab on the payments list page

The Payouts tab shows online-payment funds deposited or scheduled for deposit, including payout timing, processing fees, and the transactions grouped into each bank deposit.

Key metrics on the payouts list

• Upcoming payouts: Funds moving toward the bank account. Open the metric to review the payouts making up the total.
• Skip the wait: Funds eligible for an instant payout. Select Pay out now to start one.
• Deposited: Total deposited during the current week and current month.

The bank can release funds after the payout date shown in Fieldified, so allow for bank-processing time during reconciliation.

Filter and search the payouts list

Each payout row includes:

• Date: Initiation date and, while processing, the expected deposit date.
• Type: Standard or instant.
• Payout status:
  • Upcoming for a future deposit.
  • Paid for funds deposited to the bank.
• Net: Deposit amount after fees.

Use the method and date filters to narrow the payout list.

View individual payout details

Expand a payout row to review:

• Total payout amount.
• Paid or upcoming status.
• Deposit date.
• Standard or instant delivery.
• Payout ID.

The payout summary includes:

• Number of payments, refunds, or other transactions.
• Gross total.
• Tips.
• Total processing and payout fees.
• Net deposit.

The transaction breakdown includes:

• Time.
• Type, such as payment, refund, or financing repayment.
• Details, including the client and payment ID.
• Gross amount.
• Tip amount.
• Fees, including processing or instant-payout fees.

Each transaction includes a timestamp for reconciliation.

Related billing workflows

See Collect payment on an invoice for recording payments and Client billing history for client-level financial activity.