FieldQuo

Rechnungen & Zahlungen

Rechnungen, Stripe, Gebühren und Auszahlungen, Anzahlungen, Servicepläne.

28 Artikel

  1. The Invoices listEvery invoice your company has raised, what is still owed, what is past due, and how to find one fast.
  2. Create an invoiceThree ways an invoice comes into being — automatically when a quote is approved, by hand from an approved quote, or standalone from New Invoice — and what the New Invoice screen asks for.
  3. Invoices mirror quotesWhy the invoice a client receives looks like the quote they approved — same sections, same brand, same wording — and what an invoice deliberately leaves out.
  4. Send an invoiceWhat happens when you press Send: the email the client gets, the link inside it, the follow-up task, and why a send can be refused.
  5. Edit an invoice after it was sentA draft is edited in place; a sent invoice becomes a new version with a reason, and the old one is kept — so nobody has to guess what was agreed.
  6. Record a cash, cheque or e-transfer paymentHow to log a payment that did not go through Stripe, what it does to the invoice, and why it carries no fee.
  7. How clients pay onlineThe path from the Pay button in the email to money in your bank: the portal, Stripe Checkout, what the client can pay with, and what FieldQuo records when the payment lands.
  8. Cash, e-transfer, cheque — and Zelle, Venmo or Cash App in the USThe ways a client can pay you without a card, by country: which ones you can switch on, what each needs from you, and the “How to pay” block the invoice prints with the address to send to.
  9. Connecting Stripe and getting verifiedSettings → Payments, step by step: Connect with Stripe, what the page shows while Stripe checks your details, and what Active, Paused and Held mean for your money.
  10. What Stripe asks for, and whyThe documents and details Stripe requires before it will pay out, in the words FieldQuo uses on the Payments page, and what each of Stripe's restriction reasons means.
  11. Payment processing fees and payoutsWhat a card or bank-debit payment costs you, how the fee shows on each payment, when the money reaches your bank, and how your bookkeeper records it.
  12. Bank debit in Canada: 1% capped at $5 Nur in FieldQuoWhere pre-authorized bank debit is offered, what it costs, how long a debit takes to clear, and why the $5 cap is the cheapest way to collect a large bill.
  13. Instant payoutsMove your available Stripe balance to a debit card in about 30 minutes for a 1% fee, instead of waiting two business days for the standard payout.
  14. Payouts held or under reviewWhy clients' payments can keep going through while nothing reaches your bank, how Settings → Payments tells you which of the two it is, and what to do about each.
  15. RefundsHow to return a payment to a client from the invoice — through Stripe for a card or bank payment, by hand for cash — what FieldQuo records when you do, and why the processing fee stays deducted.
  16. Disputes and chargebacksWhat happens when a client's bank disputes a card payment: who is told, what the invoice shows, where the money goes while it is open, and what winning or losing costs.
  17. Deposits and payment schedulesSplit what a job is owed into a deposit and later stages tied to the job's own dates, from the Payment schedule card on Settings → Company Settings.
  18. Progress payments: how each stage is requestedWhat fires each stage of a payment schedule, what the client receives, how the job page shows Waiting, Requested and Waived, and what happens when the job's dates move.
  19. Invoice reminders and chasingThe automatic overdue reminder on Settings → Follow-ups, the Chase payment button on the dashboard and the invoice, and the trail each one leaves.
  20. Payment termsThe one line that says when the client pays — where you set it, where it prints, and how the payment schedule takes it over.
  21. Sales tax on invoicesHow the tax line on an invoice is decided, what Apply tax does, why a send can be refused, and where your registration number prints.
  22. Pay-over-time financingTwo separate things: Affirm at checkout, where the lender decides and you are paid in full, and an optional monthly figure on quotes on terms you state yourself.
  23. Service plans (recurring billing) Nur in FieldQuoSell a repeat — spring and fall, monthly, quarterly — and let each visit raise its own invoice, or charge the client's saved card or bank account automatically.
  24. Service plans paid by bank debit: the mandate Nur in FieldQuoWhat the client agrees to before a plan can charge them, how a Canadian pre-authorized debit is set up and settled, and what stops it.
  25. The client portalOne link, no login: where a client sees their invoices, what they still owe, their quotes, and the Pay button — in your name, not ours.
  26. What to hand your accountantFieldQuo does not export your books as files and does not sync with QuickBooks or Xero. What your accountant can have instead: the documents as PDFs, the figures on screen, or a login of their own.
  27. Booking fees and visit depositsCharge a visit fee when a client books online, hold the slot for 30 minutes, decide whether the fee comes back on a cancellation, and credit it against the invoice when the job goes ahead.
  28. Money owed and receivables agingWho owes you, for how long, and the Chase payment button — how the dashboard counts it and why it agrees with the invoice page and the balance sheet.