To have invoicing functionality in Field Portal, select the Enable Invoicing check box in the Configuration Utility.  

Invoices can be posted and displayed on the device or emailed when activated.  Specific IIS and SMTP settings as outlined in the Post Installation tasks must be configured for invoicing to operate correctly.

There is a separate Enable Payment option available to allow payments to be applied to the invoice or as pre-payment for a Job prior to posting an invoice.

The Post A/R Receipt option posts the payment as a Cash Batch.