1 01, 2020

Credit card processing in the field

By | 2023-09-14T10:26:04-07:00 January 1st, 2020|Getting Started, Mobile, User Tips|1 Comment

Use the Intuit Field Service Management mobile app to update the work order and document work done, capture equipment serviced, photos, and customer signature. If desired, prepare your invoice in the field using the IFSM mobile app. Make note of the invoice total and switch over to your mobile payment app (Go Payment, Square, etc.) to process the payment. The IFSM invoice will sync into QuickBooks as an open invoice. Use the “apply credits” function in QuickBooks to apply the payment to the invoice.

Connection tickets are no longer being issued by QuickBooks Merchant Services. Thus, Intuit Field Service Management integrates with QuickBooks itself, but IFSM is used without integration to QBMS or any other mobile payment platforms (Go Payment, Square, etc.).

Workflow Tips:

  • If taking payment in the field, modify the Work Done description to indicate successful payment (this information will sync and appear on the invoice inside QB).
  • If taking payment in the field, create a work order custom field called “paid in field” (Cash, Check, Credit Card), and have the tech update this if payment was taken.