Invoicing
Fast, accurate invoicing and payments for field service teams — collect deposits, accept on-site payments, automate recurring billing and reconcile with your accounting software.
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Overview
Fieldified Invoicing removes billing headaches for field teams — create quotes, invoice on-site, accept payments, and automate reminders so you get paid faster and keep cash flow healthy.
🧾 Quick Quotes & Estimates
Create professional quotes on-site or in the office, convert accepted estimates to invoices automatically, and track approval status.
💳 Instant Payments
Accept card, ACH or mobile payments immediately after a job. Send payment links via SMS/email or use the technician’s mobile app to take payments on-site.
🔁 Recurring & Subscription Billing
Set up recurring invoices for maintenance contracts, subscriptions or service plans with automated charging and reminders.
📥 Deposits & Partial Payments
Collect deposits for large jobs, accept partial payments and track outstanding balances with clear aging views.
🔗 Accounting Integrations
Sync invoices, payments and customer details with QuickBooks, Xero or export CSVs to simplify reconciliation.
📱 Mobile Invoice Generation
Techs create invoices from the field with photos, line-items, taxes, discounts and instant receipt emails to customers.
Key Benefits
Get paid faster with on-site card processing and payment links
Reduce admin with auto-generated invoices from completed jobs
Improve cash flow using deposits, retainers and scheduled charges
Cut reconciliation time via QuickBooks / Xero syncs
Lower disputes with photo-backed invoices and signed job confirmations
Batch invoicing and bulk payment reminders for high-volume runs
Automate late fees, reminders and retry rules for failed charges
Track AR aging, outstanding balances and payment trends in one dashboard
How It Works
Create Estimate or Invoice
Build quotes or invoices from templates — add items, labor, taxes, discounts and optional extras. Save templates for repeat jobs.
Send & Collect
Send invoices or payment links via SMS/email or collect payments on-site with the mobile app’s card reader or saved card option.
Automate Billing
Set recurring invoices, auto-charge saved cards, and configure reminders for due and overdue invoices automatically.
Sync to Accounting
Automatically push invoices and payments to QuickBooks or Xero for seamless bookkeeping and faster reconciliation.
Monitor AR
Use aging reports, payment dashboards, and dispute logs to prioritize collections and reduce DSO (days sales outstanding).
Secure Payments
Payments use PCI-compliant processors. Card data is tokenized and stored securely when customers opt to save payment details.
Stop chasing payments — automate invoicing
Fieldified helps you bill faster, reduce disputes, and reconcile with accounting systems so you can focus on service.
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Use Cases
🏗️ Large Contract Jobs
Collect deposits, schedule milestone invoicing, and automatically bill the remaining balance when phases are completed.
🔁 Maintenance Subscriptions
Bill monthly or quarterly maintenance contracts automatically and allow customers to update payment details through the portal.
📸 Photo-backed Invoicing
Attach job photos, signed checklists and time logs to invoices to reduce disputes and speed approvals.
📤 Batch Billing for Commercials
Send hundreds of invoices in a single batch, apply bulk discounts, or issue reminders to past-due customers with one action.
💳 On-site Card Capture
Technicians accept card payments or send a secure one-click payment link right after the job to close the sale immediately.
Integrations
Stripe
Square
QuickBooks
Xero
Gmail
Zapier
Need a custom payment or accounting integration?
We add integrations regularly. Contact us to request a connector or to configure a custom sync for your accounting workflow.
Request an integration →Frequently Asked Questions
❓ Which payment processors do you support?
Fieldified supports Stripe and Square for card and ACH processing. We also provide payment links compatible with major gateways and can integrate with your existing processor via Zapier or custom setup.
🔁 Can I auto-charge recurring customers?
Yes. You can securely save customer payment tokens (PCI compliant) and configure automated recurring charges, retries, and dunning rules for failed payments.
📱 Can technicians take payments in the field?
Absolutely — technicians can process cards via the mobile app, capture signatures, add photos to invoices, and email receipts instantly to customers.
🔗 How does accounting sync work?
Fieldified can push invoices, payments and customer records to QuickBooks or Xero. Mapping settings let you control tax codes, revenue accounts and payment accounts for accurate reconciliation.
📊 What reporting is available for billing?
You get AR aging, paid vs unpaid reports, deposit tracking, invoice item breakdowns, and payment trend dashboards to monitor cash flow and collections performance.
Need more help?
Our team can assist with billing strategy, payment setup and reconciliation best-practices.
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