To enable the ability to raise invoices:<\/p>\n\n\n\n
- \n
- Click Settings from the service sight home page.<\/li>\n\n\n\n
- Click Billing from the menu on the left of the screen<\/li>\n\n\n\n
- Click \u2018General\u2019 from the next drop down options on the left.<\/li>\n\n\n\n
- Choose \u2018Settings\u2019 & find and select the setting \u2018Engineer App Job Invoicing Allowed\u2019.<\/li>\n\n\n\n
- Click \u2018Yes\u2019 & Save your changes.<\/li>\n<\/ul>\n\n\n\n
\n ![\"\"](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2023\/03\/Collecting-payments-on-mobile-app.gif\")
<\/figure>\n<\/figure>\n\n\n\nThe option has now been enabled.
NB<\/strong> You will need to carry out a full sync on the mobile app to pick up this change on the mobile device.<\/p>\n\n\n\nTo enable the ability to take payments on the mobile:<\/p>\n\n\n\n
- \n
- Click Settings using the option on the menu bar.<\/li>\n\n\n\n
- Click \u2018Accounting\u2019 from the menu on the left.<\/li>\n\n\n\n
- Click \u2018Payments\u2019.<\/li>\n\n\n\n
- Change the payment provider to \u2018Square\u2019.<\/li>\n\n\n\n
- Click and configure which payment types you wish to enable for the engineers. You must choose at least one and Save your changes.<\/li>\n<\/ul>\n\n\n\n
\n ![\"\"](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2023\/03\/payment-settings-for-engineer.gif\")
<\/figure>\n<\/figure>\n\n\n\nNB<\/strong> You will notice that there is a link to the Square sign-up page available if you do not already have a Square account.<\/p>\n\n\n\n
When you save your changes the system automatically enables the \u2018Collect payment\u2019 flag on every Customer record. If you do not want to collect payments from certain customers then you can disable this flag on the relevant Customer record screen.<\/p>\n\n\n\n
On the mobile app it is very simple to raise invoices for completed jobs.<\/p>\n\n\n\n
- \n
- When the job is complete, go to \u2018Sign Off\u2019 as normal.<\/li>\n\n\n\n
- The job sheet appears for checking.<\/li>\n\n\n\n
- Click onto the \u2018Signature\u2019 tab and enter an Order No if required & choose the \u2018Customer Name\u2019.<\/li>\n\n\n\n
- The \u2018Email Address\u2019 field will auto-populate if a Contact with an Email Address has been selected. If not, one can be manually entered. NB This is important as a copy of the Invoice will be sent to this email address.<\/li>\n\n\n\n
- The \u2019Invoice\u2019 check box should be ticked automatically but can be turned on & off here also. You will also notice a \u2019Collect Payment\u2019 flag.<\/li>\n\n\n\n
- Collect the Customer Signature & Engineer Signature as normal & tap the \u2018Complete\u2019 button.<\/li>\n\n\n\n
- The job is completed in the web app & the invoice raised. These details are then passed back to the mobile app. The Invoice No & the Total Invoice Value are displayed.<\/li>\n\n\n\n
- You also have the opportunity to display the invoice on screen and\/or \u2018Go to Payments\u2019<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/07\/1.gif\")
<\/figure>\n\n\n\n- \n
- You can also have display the invoice on screen as a PDF by using the green \u2018Show Invoice\u2019 button.<\/li>\n<\/ul>\n\n\n\n
![\"\"\/](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2017\/04\/MobileInvoicing3.png\")
<\/figure>\n\n\n\nTo Collect the Payment:<\/p>\n\n\n\n
- \n
- Select \u2018Go to payments\u2019<\/li>\n\n\n\n
- Choose your payment method. The \u2018Amount\u2019 & \u2018Paid By\u2019 fields are auto-populated.<\/li>\n\n\n\n
- Your Sales Invoice number is populated as the Reference number for this transaction and the Contact selected is set as the payee. The email confirmation will be sent to this individuals emails address.<\/li>\n\n\n\n
- Select \u2018Take Payment\u2019.<\/li>\n<\/ul>\n\n\n\n
![\"\"\/](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2017\/04\/MobileTakePayment.png\")
<\/figure>\n\n\n\n- \n
- The Square App opens automatically where the payment is processed. Receipts can be sent via email or text.<\/li>\n\n\n\n
- NB<\/strong> if you do not yet have the Square App installed you will be taken to the Google Play store entry so that you can install it now.<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/07\/downloading-square.gif\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2020\/07\/downloading-square-2.1-1.gif\")
<\/figure>\n","protected":false},"excerpt":{"rendered":"To collect payments via the mobile app you first need to turn the feature on in the web app as well as allowing your engineers to raise invoices on the mobile. You will also need to have an account with Square and the Square app installed on the engineers\u2019 mobile […]<\/p>\n","protected":false},"author":50576,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[12],"ht-kb-tag":[],"class_list":["post-787","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-mobile-engineer"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/787"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/50576"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=787"}],"version-history":[{"count":15,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/787\/revisions"}],"predecessor-version":[{"id":3795,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/787\/revisions\/3795"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=787"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=787"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=787"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- You can also have display the invoice on screen as a PDF by using the green \u2018Show Invoice\u2019 button.<\/li>\n<\/ul>\n\n\n\n