Overview

An invoice bills a Client/Customer for products or services. When you create one, you select the Client/Customer, add line items with quantities and tax, choose a deposit type, and save. The invoice number is generated automatically but can be edited. Tax can be calculated through QuickBooks after saving. This is a core billing action across FieldPie workflows.

Before You Start

You need access to the Invoices area and permission to create invoices. Make sure the Client/Customer and the products you want to bill already exist.

How to Create an Invoice

1. From the left navigation menu, select Invoices.
2. Click the plus icon in the top-right corner.
3. Select a Client/Customer from the list.

4. An invoice number is generated automatically; edit it if you prefer.
5. Click Add Item to add a line to the invoice.
6. Select a product from the list and add it.
7. Enter the quantity.
8. Select the tax checkbox if you want QuickBooks to calculate tax after saving.

9. Click OK to add the item, and repeat for any additional items.
10. Select the Deposit Type from the list, then click Save.

Tips and Things to Know

• The invoice number auto-generates but is editable.
• Enable the tax checkbox to have QuickBooks calculate tax after saving.
• Add as many line items as the work requires.
• Set the deposit type if a deposit is required.

Frequently Asked Questions