Overview
The invoices and payments feature in Simpro Premium Mobile enables technicians to add and edit billable items, create an invoice, email it to customers / site contacts, and receive a payment in the field.
Once technicians complete their jobs in the Service module, they can continue to invoice and apply payments in the same workflow. This ensures a streamlined process, reducing the additional time required for processing payments later in Simpro Premium.
Apply payments
When you create an invoice in Simpro Mobile, you can apply payments to the job.
Toggle on Continue to payments on the invoice page. If you choose to toggle on Email Invoice, a copy of the invoice is sent to the customer after the payment is processed. All customer invoice contacts are auto-populated as email recipients. You can also select any additional customer / site contacts or manually enter their email addresses. Tap Continue to begin processing payments for the invoice.
To record payments:
- Choose a Payment Method from the drop-down list to proceed.
- If Square Payments is integrated with your Simpro Premium build, and the Square Point of Sales app is installed to your device, you can process card payments through the Square-Simpro Mobile integration. Select the Square payment method from the drop-down list.
- Depending on the payment method selected, any corresponding Finance charge and Payment total values are populated.
- Adjust the payment amount as percentage or enter a value in dollars, to make a partial payment.
- Enter reference Notes which appear in Simpro Premium on the corresponding payment.
- Tap RECORD PAYMENT.
- Tap DONE to finish recording the payments and send the paid invoice to the customer.