How to Invoice your Customers for Service Jobs using Connect2Field

In the final stages of job completion on the Field workers mobile device, they are asked to Add/Verify the products added to the job.. In this example we already have 2 products added to the job via the admin..

The field worker may add more products to this and then chooses to 'Finish Job'

In the Admin Job Central, the Job 101 just finished by the field technician shows as 'Finished' Status

Click View to open the job card as below:

This job card is complete with job start and finish times as well as products that were added..

Notice the Invoice drop down box at top left.. Clicking it gives options to either Preview/Print/Email the Invoice.. Click on Preview..

You are now prompted to Invoice this job.. This tells the system that an invoice has been generated and to set the job as completed..

Below is the Invoice Preview

Notice the bottom of the job card, the Invoice check box is checked and disabled to show that job has been invoiced and is ready to receipt payment or to send to client..

Back to Job Central..

The job status has now changed to 'Invoiced'

Let us proceed to this Clients Accounts page..

Choose:
1) Clients 2) Select the client (in this case Shelton Hotels) 3) Accounts page for the client..

From here you can choose to Receipt Payment and Print/Email Invoices to the client..

Select Receipt Payment..

This box allows you to enter received payment details to close their job account and set pending amount accordingly..

Back to Accounts page..

The row is now filled with the receive payment information..
To print or email the invoice, check to box to the extreme right and click Print/Send Invoice..

Feel free to let us know if you have any questions: support@connect2field.com