6. HubSpot Payments from Service Tickets for Field Service

Get Paid on the Spot – Simplified Payment Collection for Technicians

In this demo, you’ll see how technicians can easily create invoices and collect payments directly from service tickets in HubSpot.
Here’s what you’ll learn in this video:

How to generate invoices directly from a service ticket.

Adding products and quantities from your company’s catalog.
Sharing invoice links with customers via email, text, or direct link.
How customers can instantly pay online with “Pay Now.”
The difference between HubSpot Payments and QuickBooks integration.
HubSpot: quick digital invoicing without a card reader.
QuickBooks: card reader + full sync with HubSpot invoices.
How invoices sync between HubSpot and QuickBooks for a seamless finance process.

Why This Matters
Your technicians can get paid right away, reducing billing delays and cutting out back-and-forth with the office. Customers get a fast, professional experience, while your finance team enjoys accurate, automated records.

Next Steps
👉 Watch the demo playlist to see how automation ties it all together.    • HubSpot Demo Videos for Field Sales and Se...  

👉 Learn how Ascend Business Growth helps service companies modernize operations at www.ascendbusinessgrowth.com