Fieldsity

Create invoices from a job's completed visits or as a standalone document.

How do I create an invoice?

Email invoices with a link for clients to view and pay online.

How do I send an invoice to a client?

Explains Draft, Sent, Outstanding, Partially Paid, Paid, and Overdue.

What do the different invoice statuses mean?

Record payments by card (SityPay), cash, check, or bank transfer on web or mobile.

How do I collect a payment?

Connect your Stripe account to accept credit and debit card payments through Fieldsity.

How do I set up SityPay to accept card payments?

Issue full or partial refunds from the invoice's Payments tab.

How do I process a refund?

View payment history by client, invoice, or job.

Where can I see all payments?

Add tax rates and set a default that auto-applies to new estimates and invoices.

How do I set up tax rates?

Rob Bull

Create invoices, collect payments, set up SityPay, process refunds, and manage tax rates.

Invoicing and Payments

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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