Feature Upgrade: Offline Payment Recording & Flexible Invoicing Options

ReachOut’s Invoicing & Payment feature takes a transformative turn to simplify payment solutions!

ReachOut Suite has been empowering field technicians and managers worldwide to drive a seamless and paper-free workflow. The app has evolved with time to equip its users to combat the rising market challenges. This time, analyzing the need for prompt and streamlined payment solutions in field service management, ReachOut is upgrading its Invoicing & Payment feature to make it more advanced and flexible.

Upgrades to the new Invoicing & Payment features are being launched in two phases. The first set of upgrades, launched on March 24, 2025, includes better integrations, offline payment recording, partial payment abilities, and more. The second phase of the upgrades, which will include batch invoicing, bulk payments, template updates, and more, is set to launch in April 2025. 

Here’s a rundown of how the new upgrades in Invoicing and Payments will better equip you to manage field service and provide enhanced customer service. 

Key Feature Upgrades Available Now:

• Stripe Integration: Payments are made more simple with Stripe integration. Field service providers using ReachOut can now integrate their accounts with Stripe to accept online customer payments. 
• Recording Offline Payments: Assigned to a no-network site? Recording payments is still a breeze with ReachOut! ReachOut users can now manually record customer payments offline and ensure accurate transaction records.
• Enabling Partial Payments: Your customers want to make partial payments, but you don’t have the right invoice. Not anymore! Field technicians can now allow their customers to make partial payments toward an invoice, leaving the invoice marked as “partially paid” until the full payment is settled.
• Invoice ID Format Settings: Account managers or admins can now configure the format for invoice IDs in their accounts. They can set a prefix, define the sequence length, and set the sequence number for the invoices. 

Read more: Offline Payment Recording & Flexible Invoicing Options

New Feature Updates Coming Soon:

• Batch Invoicing: Invoicing for large service requests, recurring work, or periodic bills is now easy! ReachOut users can now generate and send multiple invoices for completed customer jobs at once rather than individually, saving more time and reducing invoice duplication and errors.

• Partial/Multiple Invoicing: Service businesses can now easily generate invoices for advance payments, ongoing projects, or partial work completions. ReachOut will now have the option to raise multiple invoices for a single job based on the time frame, specified job completion, nature of payment, and more!

• Deposits: This feature in ReachOut will allow field service providers to receive an advance (initial payment) from a customer before offering a service covering materials, labor costs, or a commitment fee.

• Bulk Payment for Multiple Invoices: Field service companies using ReachOut can allow their customers to settle multiple invoices (outstanding payments) simultaneously through the Customer Hub in ReachOut.

• Invoice Templates: Service businesses can now customize invoice templates within their accounts. Users can add their logo, choose a color scheme, and select which elements to include on the invoice, such as service details or payment information.

How Will These Feature Upgrades Benefit Your Field Service Management

• Simplified Payment & Invoicing: Integration with Stripe boosts the convenience of receiving payments, whereas the offline recording of payments will simplify managing and tracking payments even on no-network job sites. This makes invoicing and payments easier, more convenient, and efficient.

• Flexible Billing Options: With batch, multiple, and partial invoicing options, service businesses can offer customers more ways to settle payments. This even adds the flexibility to customize their service types, opening more doors to customer retention.

• Time-Saving Invoicing: With options to bulk invoice and batch invoice, service businesses will be able to generate invoices for large-scale tasks and multiple jobs conveniently, saving more time and enhancing accuracy. 

• Customization for Business Needs: Invoice template customization enabling color schemes, logos, and elements gives field service companies the ability to brand their invoices, making them more personalized. Plus, users can now even format Invoice IDs to track and manage invoices more effectively. 

• Enhanced Financial Management: All the feature upgrades aim to enhance payment and invoicing convenience. Field service businesses can now offer more secure, simplified, and personalized payment solutions, boosting customer satisfaction and client retention rates. 

“Today’s customers demand prompt and personalized solutions even when it comes to payments and invoices. We realized offering our users advanced capabilities to create, share, and track invoices and payments can help them enhance their customer services and boost their overall performance.”

Stephen Cummings, Senior Vice President, ReachOut.

About ReachOut

ReachOut simplifies field service scheduling, dispatching, work order management, job tracking, and invoicing to enable service businesses to do more in less time. With digital forms and checklists, ReachOut enables field technicians to enjoy hassle-free paperless workflows. Features like route optimization and mobility allow technicians to stay one step ahead in offering customers the best services. With modern and advanced features, ReachOut is the most affordable, reliable, and user-friendly FSM software for field agents and managers. 

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