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Requesting payment for a service call

How to request payment for a completed service call

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Written by Ashok P
Updated over a week ago

Once the technician has resolved the reported issues from the call and completed the call in the Field user view, the call moves to the “Ready for Payment Request” status. You can now request payment from the customer.

While you are able to collect payment through any of your preferred methods, D-Tools Cloud supports integrations with well-known payment processing solutions such as ProPay and Clover Connect.

If you want to enable payment integrations, check out this article.

Request payment

To create a payment request, navigate to the Details view of the completed call. Click “Request payment” in the top-right corner. This will open a modal.

Follow these steps in the modal:

  1. Set the billing and due dates and edit the tax rate and truck roll fees if needed.

  2. Include a message for the customer, and optionally apply this message to all future payment requests.

  3. If a payment integration is enabled, it will populate here. Select it to allow the customer to make a payment for the service.

  4. Click “Create” to create the request. This will show the payment request and the call moves to the “Payment Requested” status.

*Once a payment request is created for a call, Cloud locks all the editing capabilities of the call, and you will not be able to make changes in the call log.

If you need to revise the request, check out this article.

Payment Request details

In the payment request -- the billing date, due date, and message are editable; other details are read-only.

The payment request will have the following details:

  • The name of the technician.

  • The original issue that was reported when the call was logged.

  • The actual issue, action taken, and next steps, as reported by the technician.

  • Products repaired, replaced, or newly installed at the site.

  • Labor type and hours and the associated labor charges.

  • A breakup of the product, labor, tax, and truck roll fee.

Sharing the request

Payment requests can be shared via email and as links. You also have the option to download and share the request.

Check out this article for more details about sharing the payment request.

Payment Email preferences

Cloud will send reminder emails to the owner of the opportunity seven days before the due date, on the due date, and the day after the due date.

If you want to disable email notifications, check out this article about setting payment email preferences.

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