Field Service Payments

  1. Features
  2. Field Service Payments

Collect payments on-site during field service visits with mobile payment processing, instant receipts, and automatic invoice generation.

RoundInfinity's Field Service Payments enables technicians to collect payments directly from customers at job completion using mobile devices. Accept cards, digital wallets, and cash with instant payment confirmation, digital receipts sent via email/SMS, and automatic invoice generation synced to your accounting system.

Eliminate manual invoicing, reduce payment delays, improve cash flow, and provide customers with a seamless payment experience right at their doorstep. Track all field payments in real-time with complete audit trails and reconciliation reports.

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Field Service Payment Collection Flow Job #WO-2841 HVAC Repair • TechVista Service Total $485.00 Payment Method 💳 Card Payment 📱 Digital Wallet 💵 Cash ✓ Collect Payment ② Payment Processing 💳 Card processed ✓ Payment approved Amount: $485.00 Confirmation: TX-8821 ③ Digital Receipt 📧 Auto-sent to customer 📧 Email receipt sent 📱 SMS receipt sent ④ Invoice Generated 📄 Posted to accounting ✓ INV-2025-0842 Synced to ERP Today's Field Payments $4,280 Total Collected 12 Transactions $3,840 Card Payments $440 Cash/Other
Mobile Payment Processing
Technicians collect payments on-site using mobile devices with support for cards, digital wallets (Apple Pay, Google Pay), and cash.
Multi-Payment Method Support
Accept credit/debit cards, contactless payments, mobile wallets, cash, checks, and split payments across multiple methods.
Instant Payment Confirmation
Real-time payment authorization and confirmation with transaction reference numbers for immediate customer and technician visibility.
Digital Receipt Generation
Automatically generate and send digital receipts via email and SMS immediately after payment with detailed transaction information.
Automatic Invoice Creation
Generate invoices automatically from field payments and sync to accounting systems (QuickBooks, SAP, NetSuite) in real time.
Payment Reconciliation
Automatic reconciliation of field payments with work orders, technician accounts, and accounting records for seamless bookkeeping.
Offline Payment Mode
Process payments offline when connectivity is unavailable and automatically sync transactions when connection is restored.
Customer Signature Capture
Capture digital signatures on payment receipts for proof of service completion and payment authorization.
Payment Analytics
Track field payment metrics including collection rates, payment methods used, average transaction values, and technician performance.