Payment Processing
Secure, flexible payment solutions for field service businesses — accept cards, ACH, on-site terminal and online payments to speed cash flow.
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Overview
Fieldified Payment Processing gives field service companies fast, secure ways to collect money — on-site card capture, online invoices, ACH and saved cards. Built to close the loop between job completion and cash collection so you get paid faster.
💳 Card & ACH Payments
Accept credit/debit cards and ACH payments online or in the field. Support one-time and recurring charges with secure tokenization for saved cards.
🔗 Invoice Payment Links
Send invoices with secure payment links via SMS or email so customers can pay instantly from their phone or desktop.
📱 On-site Card Capture
Capture card details on the technician’s phone or a mobile card reader and charge immediately after job completion.
🔁 Auto-Billing & Subscriptions
Set up recurring billing for maintenance contracts, memberships or subscription services and automatically process renewals.
🔒 PCI-compliant & Secure
Payments are processed via PCI-compliant partners with tokenization and fraud prevention to keep customer data safe.
📈 Reconciliation & Reporting
Automatic payment matching, settlement reports and accounting integrations make reconciliation fast and accurate.
Key Benefits
Get paid same-day with on-site and online card capture
Reduce failed payments with saved cards and retry logic
Improve cash flow by invoicing immediately after job close
Lower admin with automatic reconciliation and accounting syncs
Offer customers flexible payment options: card, ACH, or payment links
Protect customer data with tokenization and PCI-compliant processing
Reduce chargebacks with proof-of-service receipts and signed acceptances
Bill deposits, progress invoices and final balances with ease
How It Works
Connect Payment Gateway
Link your Stripe (or supported partner) account to Fieldified to enable card and ACH processing with secure tokenization.
Send Invoice or Payment Link
Create an invoice from a completed job and send a secure payment link via SMS/email — customers pay with a single tap.
Capture On-site Payments
Technicians can take card payments on their mobile app or integrated card reader and collect signatures or receipts immediately.
Auto-charge Saved Cards
With permission, save customer payment tokens to auto-bill recurring invoices or retry failed payments using configurable rules.
Automatic Reconciliation
Payments are automatically matched to invoices and exported to your accounting system for fast reconciliation.
Reporting & Refunds
Run settlement reports, issue refunds, and view chargeback history — all from the Fieldified dashboard.
Collect payments faster and securely
Close jobs, send invoices and accept payments the same day — reduce DSO and simplify reconciliation with Fieldified.
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Use Cases
🏠 On-site Installations
Charge deposits or final balances at job completion using a mobile card reader — collect signatures and issue instant digital receipts.
🔁 Recurring Maintenance Plans
Bill monthly or quarterly maintenance contracts automatically using saved card tokens or ACH for predictable cash flow.
📱 Remote Payments
Send payment links after remote service or consultations — customers pay instantly without visiting a portal.
📦 Large Project Deposits
Collect staged deposits for multi-phase projects and accept progress payments tied to milestones tracked in Job Management.
🔄 Refunds & Disputes
Issue partial or full refunds quickly and attach proof-of-service to reduce disputes and chargebacks.
Integrations
Stripe
QuickBooks
Xero
Google Calendar
Gmail
Zapier
Need a custom integration?
We’re constantly expanding our integration catalog. Contact us to request a specific payment gateway or accounting sync.
Request an integration →Frequently Asked Questions
💳 Which payment gateways does Fieldified support?
Fieldified integrates with major PCI-compliant gateways (like Stripe) for card and ACH processing. We continually add more partners — contact us if you need a specific gateway.
🔒 Is payment data stored securely?
Yes. Fieldified uses tokenization via our payment partners so card data is never stored on our servers. All processing follows PCI standards and best practices.
💸 How are refunds and chargebacks handled?
You can issue refunds directly from the payment record. For chargebacks, Fieldified provides transaction details, receipts and proof-of-service to support your dispute response.
🌍 Can I accept multi-currency payments?
Multi-currency support depends on your chosen payment gateway. Fieldified will surface gateway-supported currencies and settlement options during setup.
🔁 Can I auto-charge saved cards for recurring invoices?
Yes. With customer consent you can tokenize cards and enable automatic billing for subscriptions or recurring service invoices, with configurable retry rules for failed payments.
Need help with payments?
Our onboarding team will help you connect a gateway, configure tax and settlement settings, and optimize payment workflows.
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