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.
Print or email customer’s statements from the Bulk Actions directly in your Customer List.
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.