What is Payment Processing?
Payment Processing enables Technicians to create invoices in the field and accept credit card or ACH payments from customers on-site. Payments can either be entered directly into the Technician Mobile App, eliminating the need for follow-up invoicing or by Coordinator in the Back Office. This is achieved via partnership with Helcim.
Why Use Payment Processing?
Payment processing provides a smooth, modern experience that enhances customer satisfaction. It minimizes traditional invoicing delays and reduces administrative workload. Payments are instantly recorded in the FieldSync software and integrated with QuickBooks if desired. Benefits are immediately evident, as lower credit card processing fees deliver immediate ROI!
How is Payment Processing Enabled?
First, please let us know that you’d like to have Payment Processing added to your account. This can be done either at the initial sign-up for FieldSync or as a future choice as your business grows.
After Payment Processing has been enabled, a Helcim account needs to be created. This can be performed directly within the FieldSync settings, under Integration. Click ‘Register’ to access the Helcim sign up page.
After completing the initial sign up with Helcim, please allow 24-48 hours for the approval and underwriting process on their end. Helcim will contact you to schedule onboarding and training within their portal once approval takes place.
Once the Helcim account has been approved, an API key will be automatically generated to initiate the link with FieldSync. The API key will not require any action from you. The connection will be visible once established.
Payment Processing can now take place!
How Are Payments Input?
Payment Processing offers 2 options: Technicians can input via their mobile app or Coordinators can enter via the Back Office. Please click here for Technician Mobile App instructions.
To enter Payments within the Back Office, the Coordinator must first ensure that the related Invoice was sent to the customer.
Sent Invoices will display a ‘Review & Mark’ link. Click to open.
Click the ‘Pay’ link.
Ensure that the correct amount has been entered and click Process Payment.
Use the resulting pop up window to enter the credit card or ACH details.
Once the payment processes, the invoice will immediately display as ‘paid’ in the Back Office. Payment management elements such as refunds will be managed directly within the Helcim platform, not the FieldSync Back Office or Admin Panel.
If a QuickBooks integration is in effect, QuickBooks will log the payment but will not be able to categorize it. Please visit QuickBooks to manually disposition Unapplied Payments.