Invoicing & payment collection for field sales.
Create invoices where the sale happens. Share payment links, record customer receipts and follow outstanding balances in DreamzFSM, so your field reps and office team keep billing moving together.
Based on 200+ reviews on
Illustrative billing workflow • Sample data, not a live product screenshot
Trusted By Global Brands Across The World
Less billing back-and-forth.
A clearer path from sale to payment.
Invoicing and payment collection software connects the bill, the customer receipt and the amount still due. For field sales teams, it brings mobile billing and office follow-up into the same workflow instead of separate spreadsheets and messages.
Award winning CMMS software
Recognition from software review platforms for value, ease of use, functionality and customer support.
Create the invoice.
Keep the sales details connected.
Build an invoice on mobile with the customer, address and billable items, or convert an accepted sales order with its item details already populated. Use a reusable service template where it fits, then review the invoice before sharing it with the customer.
Give the customer
a clear way to pay.
Select the payment method and amount, then save the invoice and send its payment link. The mobile invoice workflow also supports online payment. Use the options enabled for your business, and check the payment result rather than treating a sent request as money received.
Match the receipt.
Keep the balance clear.
Record money received outside the online payment flow through Accounts Receivable and link it to the invoice number. Payment Details reporting brings the customer, method, date, amount and reference together, giving the office a useful record to check when a payment needs explaining.
Know what is still due.
Make the next follow-up useful.
Review outstanding invoices with their due dates, payments and remaining balances. Open a customer statement from Accounts Receivable and share it by email. Use the record to resolve questions, agree a next action and keep the rep and office aligned on the collection conversation.
See the sale through to the payment record.
Bring one customer order, one invoice and the way your team records a receipt. Review the field and office handoff together.
See what was billed.
Understand what was received.
Use Payment Details for receipt references and methods, and the Pending Invoice Report for unpaid balances and due dates. Review the two together before the next customer call, team discussion or accounting handoff.
Example questions for your team’s report review, not automated AI responses. Confirm transactions through the relevant payment records.
Give sales and the office the same starting point.
Follow the invoice reference through the receipt and the balance, so customer questions do not get lost between teams.
The invoice is part of the sale.
Keep the whole relationship connected.
Bring the quotation, order and customer context into the billing conversation, so the next team can pick up where the rep left off.
Quotations on the go
Keep the commercial offer available when a customer needs to clarify the price or scope.
Explore sales quotationsSales order management
Carry accepted order details into billing without rebuilding the same item list.
Explore the order-to-invoice handoffCustomer relationships
Keep the customer context and related sales documents close to the billing conversation.
Explore connected customer recordsConnected inventory
Discuss product availability separately from the bill, the payment and the physical supply.
Explore the field sales platformThe details that connect
billing with collection.
Mobile invoice creation
Prepare and preview the bill from the field sales app.
Reusable billing items
Start from a service template and review the items for this sale.
Order-to-invoice conversion
Carry the billable details forward from an accepted order.
Invoice payment links
Send a payment request through the configured invoice workflow.
Online collection
Use the enabled payment option and check the transaction result.
Offline receipt recording
Link a receipt received outside the online flow to its invoice.
Receivables visibility
Review customer balances and the invoices behind them.
Exportable payment reports
Share invoice and payment information for further review.
Keep every invoice connected
to the payment and the next
action.
Explore the product guides for the tools around your billing and collection workflow.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
Different sales conversations.
One clear payment record.
Use the same connected approach for a replenishment order, equipment purchase or customer service visit.
Retail & distribution
After an outlet order, review the invoice and any payment collected during the visit. Keep the remaining balance available for the next discussion.
Industrial supplies
Link the invoice to the agreed product list. When the buyer raises a query, return to the item and order reference instead of starting from memory.
Equipment sales
Carry the accepted equipment order into billing. Keep the payment history separate from installation, delivery and any remaining work.
Product & service sales
Combine billable products and services in a clear invoice. Review the receipt and any outstanding amount before closing the customer follow-up.
Three records.
A different question for each.
Keep the bill, the receipt and the remaining balance connected without treating them as the same event.
What are we billing?
The invoice sets out the amount requested for the sale. Check it against the agreed products, services and customer details before sending it.
Focus: the bill presented to the customerWhat was received?
The payment record describes a receipt linked to an invoice. Keep the amount, method and reference available when the office checks the transaction.
Focus: the receipt and its supporting referenceWhat is still outstanding?
The receivable view brings together what remains to be collected. Use the invoice, due date and payment history to decide the next customer conversation.
Focus: the balance that needs follow-up| Record | What it represents | What to check | Typical use |
|---|---|---|---|
| Invoice | The billing document. | Customer, item details and amount. | Prepare and review the bill. |
| Payment record | A receipt against an invoice. | Payment amount, method and reference. | Check the recorded transaction. |
| Receivable | The amount still due. | Remaining balance and due date. | Agree the next collection action. |
Questions about billing
and collecting from the field.
What is invoicing and payment collection software?
Invoicing and payment collection software connects customer bills with payment records and outstanding balances. In a field sales workflow, it lets reps prepare invoices while the office follows receipts and unpaid amounts. DreamzFSM brings these steps together with customer and sales-order context.
Can sales reps create and preview invoices on mobile?
Yes. The Field Sales mobile app lets a rep create an invoice, select the customer and address, add billable items, and use Preview to view the invoice. Notes, files, signatures and notification options are part of the documented mobile workflow.
Can an accepted sales order be converted into an invoice?
Yes. After the approved sales order is accepted, use Convert to invoice. The billable items carry into the invoice form for review. Select the payment method and amount, then save the invoice or use Save and send Payment link.
Can we reuse item and service templates for invoices?
Yes. Service Templates store a named set of items or services for reuse in quotations, sales orders and invoices. Start with the relevant template, then check the quantities and billable details against the current customer requirement.
Can we send a customer a payment link?
Yes. The order-to-invoice workflow includes a Save and send Payment link option. Hosted payment links are also documented for configured payment integrations. Check the invoice and requested amount before sharing, and verify the payment result separately.
Which online payment methods are available?
The available methods depend on the payment integration enabled for your business. The documented hosted-payment workflow includes card and ACH options, but availability must be confirmed for your merchant setup and region. Agree supported methods and any provider charges before rollout.
How do we record cash or other offline receipts?
Use the offline payment-receiving option in Accounts Receivable, link the receipt to the invoice number and save the transaction. Here, offline payment means money received outside the online payment flow; it is not a guarantee that the mobile app can process payments without connectivity.
Can we see the amount paid and the remaining invoice balance?
Yes. The Pending Invoice Report shows invoice amounts, payments made and balances due. For example, a $780 invoice with $300 recorded against it leaves $480 outstanding, before any other adjustments. Confirm any installment or deposit process separately for your deployment.
How can the team follow up on unpaid invoices?
Use outstanding balances and due dates to prepare the next customer conversation. DreamzFSM also lists automated payment follow-ups on its Field Sales page. Confirm the reminder timing, recipients and notification setup for your process rather than assuming a fixed sequence.
Can we email a customer statement?
Yes. Accounts Receivable includes a customer payment and pending-pay statement, with an option to forward it by email. Review the customer and invoice information first so the statement explains the current collection position.
Can payment and outstanding-invoice reports be exported?
Yes. Payment Details and the Pending Invoice Report offer Excel and PDF exports. Payment Details covers receipt references, dates and methods; Pending Invoice reporting adds invoice balances, due dates and reconciliation status. Choose the report that answers the question your team is reviewing.
Can invoices connect with accounting software?
The Field Sales platform supports accounting-tool integration for invoice reporting. Confirm the specific interface, customer and invoice identifiers, data fields and update rules for your system. Invoice synchronization and bank reconciliation are different processes; validate each part of the handoff during setup.