Features in Fieldwork that improve your bottom line.
Some of the ways you can improve your cash flow using Fieldwork…
- Automatically email completed work orders & invoices
- Accept online credit card payments through the customer portal
- Advanced billing for recurring services
Sometimes you need a little bit more than the initial invoice to get paid. The reports and features below streamline your collection process and analyze chronic slow/late payers in your pipeline.
1. Statements:
Print or email customer’s statements from the Bulk Actions directly in your Customer List.
2. Invoices:
Print or email individual invoices from the Bulk Actions directly in your Invoice List.
HINT: Sort overdue, unpaid, and paid invoices quickly, by using the Filters in the left column and A-Z / 0-9 sort all columns by clicking the heading.
3. Accounts Receivable Report:
View each account with outstanding invoices in the Accounts Receivable Report.
Hint: Quickly email your customers a note about the outstanding invoices directly from the report or export the information to a spreadsheet program, like MS Excel to further analyze.
4. Invoices List Report:
My favorite report is the Invoices List Report. It may not be as fun as celebrating your friend’s birthday, but the flexibility of this report will put a smile on your face. Filter the report by your Custom Fields, by invoice date, and/or by route.
Hint: Move all of the columns to organize the report format by clicking and dragging the column headings. Click Save and give your custom report a name so you can quickly access it the next time you visit your Fieldwork Reports section.
Tagged in
