Connect the Company account

Open Settings → Billing & payments and start payment onboarding. The Company remains the merchant of record and completes the provider’s identity and bank requirements.

Confirm readiness

Return to Fieldiz and refresh the connection. Online payment actions appear only when the account can accept charges and payouts.

Collect an invoice

Send the invoice customer link. After payment, Fieldiz updates the invoice balance and payment history from verified events. Never enter raw card information into notes or custom fields.