Depositing Funds using a Credit Card
Selecting a provider from the Field Nation platform requires a company have a way to establish payment for that provider. Field Nation helps you to do this by creating a special account for your company to hold the funds necessary to pay for these services.
The company Fund Manager is like a checking account. It allows a user to create, route, and publish work orders up to the amount of money in the fund. When a Work Order gets published or routed by a company, Field Nation places the money in escrow until the job ends. After the job is approved by the customer, Field Nation uses the money from the escrow account to pay the technician.
1.Click to accounting and it’ll redirect to accounting page.
2.Click to Deposit Funds located near the top of the Fund Manager screen. The system requests a method of deposit.
3.Select Credit cards and click to continue button.It’ll display the Fund Management/Deposit Funds screen.
4.Fill in the required fields as shown below
Any information entered in the “Note” field appears both on the transaction list and in the e-mail alert sent to confirm the deposit.
You can choose to have Field Nation remember your address information. For security reasons, credit card numbers are not saved and must be retyped with each deposit.
5.Click to Submit to continue.
6.Click the Continue button on the new screen to complete the deposit. The funds are now in your account.
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