• Features
    • Column
      • FieldAx Help Center
    • Column
      • Text
      • Customer 360
      • Estimates
      • Service Plan
      • Dispatch Board
      • Invoicing
      • Inventory Management
    • Column
      • Text
      • Mobile App
      • Job
      • Equipment History
      • Text
      • Calendar
      • e-Signature
    • Column
      • Text
      • Custom Reports & Dashboards
      • Marketplace
      • THIRD PARTY INTEGRATIONS
      • Twilio SMS
      • Payments(Stripe & Paypal)
      • Quickbooks
    • Column
      • Text
      • Customer Portal
      • Custom Objects & Fields
      • Page Layouts
      • Automation
      • API Integrations
  • Industries
  • Why FieldAx?
  • Resources
    • 11.INVOICE
    • Case Study
    • Visual Stories
  • Login
    • Features
      • Column
        • FieldAx Help Center
      • Column
        • Text
        • Customer 360
        • Estimates
        • Service Plan
        • Dispatch Board
        • Invoicing
        • Inventory Management
      • Column
        • Text
        • Mobile App
        • Job
        • Equipment History
        • Text
        • Calendar
        • e-Signature
      • Column
        • Text
        • Custom Reports & Dashboards
        • Marketplace
        • THIRD PARTY INTEGRATIONS
        • Twilio SMS
        • Payments(Stripe & Paypal)
        • Quickbooks
      • Column
        • Text
        • Customer Portal
        • Custom Objects & Fields
        • Page Layouts
        • Automation
        • API Integrations
    • Industries
    • Why FieldAx?
    • Resources
      • 11.INVOICE
      • Case Study
      • Visual Stories
    • Login
FieldAx Help Site

FieldAx Help Site

  • Features
    • Column
      • FieldAx Help Center
    • Column
      • Text
      • Customer 360
      • Estimates
      • Service Plan
      • Dispatch Board
      • Invoicing
      • Inventory Management
    • Column
      • Text
      • Mobile App
      • Job
      • Equipment History
      • Text
      • Calendar
      • e-Signature
    • Column
      • Text
      • Custom Reports & Dashboards
      • Marketplace
      • THIRD PARTY INTEGRATIONS
      • Twilio SMS
      • Payments(Stripe & Paypal)
      • Quickbooks
    • Column
      • Text
      • Customer Portal
      • Custom Objects & Fields
      • Page Layouts
      • Automation
      • API Integrations
  • Industries
  • Why FieldAx?
  • Resources
    • 11.INVOICE
    • Case Study
    • Visual Stories
  • Login

Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
    • Pre-Installation Requirements
  • Essential Setup
    • Troubleshooting Common Dispatch Board Issues
    • Set Up Assignment Colors
    • Set Up Dispatch Board Views
    • Set Up Dispatch Board Columns
    • Configure Inventory Locations
    • Configure Job Status and Categories
    • Configure Job Types
    • Set Up Regions
    • Set Up Users

Workforce Management

6
  • Best Practices for Workforce Setup
  • Add Training History to Service Engineers
  • Add Timeoff to Service Engineers
  • Add Skills to Service Engineers
  • Create Service Engineers
  • Workforce Overview

Account Management

11
  • Account Reports and Analytics
  • Troubleshooting Account Issues
  • Account Management Best Practices
  • Schedule Job from Service Plans
  • Create Service Plan
  • Create Installed System/Asset
  • Add Documents to Accounts
  • Add Account Communication Log
  • Add Contacts to Account
  • Create Customer
  • Customers/Accounts Overview

Job Management

6
  • Get Ready for Scheduling with Dispatch Board
  • Job Reports and Analytics
  • Troubleshooting Assignments
  • Dispatch Service Engineer
  • Create/Schedule Job
  • Job Overview

Mobile App

11
  • Mobile App Common Issues and Solutions
  • Mobile App Best Practices
  • Close Job
  • Send Service Report
  • Get Digital Signature
  • Log Your Time
  • Consume Parts
  • Create/Manage Product Requests
  • My Inventory
  • Day Book
  • FieldAx Mobile App

Inventory Management

12
  • Inventory Reports and Analytics
  • Inventory Best Practices
  • Receive Parts
  • Transfer Parts
  • Raise Product Request
  • View Stock Details
  • Inventory Reports and Analytics
  • Troubleshooting Inventory Common Issues
  • Inventory Best Practices
  • Create Serialized Inventory
  • Inventory Overview
  • Create Inventory Records

Billing

6
  • Troubleshooting Invoice Issues
  • Invoice Best Practices
  • Invoice Tracking and Management
  • Preview and Send Invoice
  • Create Invoice
  • Invoice Overview
View Categories
  • Home
  • FieldAx Help Center
  • Invoice Tracking and Management

Invoice Tracking and Management

Status Tracking

Monitor invoice lifecycle:

Status Progression

  • Draft: Just generated, not sent
  • Sent: Emailed to customer
  • Viewed: Customer opened email
  • Partial: Partial payment received
  • Paid: Full payment received
  • Overdue: Past due date

Payment Integration

When payments received:

  • Update invoice status
  • Record payment method
  • Apply to customer account
  • Generate receipt
  • Update reports
Updated on 07/10/2025

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