Collecting Payment via the mobile app

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Posted on by Dmitchell34

Does the Field Service app have the functionality for the Technician to accept and process a credit card payment in the field?

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Nya 29,064 on at

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Hi,

Please refer to the following section, which lists the features of the Field Service (Dynamics 365) mobile app:

Dynamics 365 Field Service mobile apps | Microsoft Docs

It does not contain the payment unfortunately.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Al Iggs Microsoft Employee on at

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FS Mobile does not capture payments, but there are partners who already built such a functionality.

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ErikaFL 4 on at

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Which partners have added this functionality?

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Shawnsauve 1,095 on at

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Yes, the Dynamics 365 Field Service app does have the functionality for technicians to accept and process credit card payments in the field. This is made possible through integration with third-party payment processors such as Stripe, PayPal, or Square.

Technicians can accept credit card payments directly from the Field Service app on their mobile device, allowing for quick and convenient payment processing on-site. They can enter the customer's credit card information into the app, which securely transmits the payment data to the payment processor for processing. Once the payment is authorized, the app can generate a receipt and update the customer's account in real-time.

This functionality not only enables technicians to provide a better customer experience by allowing them to accept payments on the spot, but it can also help organizations to streamline their billing and payment processes, reducing the time and effort required to manually process payments and invoices.

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