FieldPulse had default settings for your estimates and invoices to keep them as simple as possible. You can change these settings to personalize the content and appearance of your estimates and invoices to better suit your business.
To access your estimate and invoice settings, click on 'Administration' in the left hand menu, and then click 'Estimates & Invoices' in the header, or click here to go there directly. This will take you to the 'General' tab under 'Estimates & Invoices'.
General Invoice Settings
On this page you can setup the basics of how your invoices and estimates are displayed. You can choose how your Estimates are named, as an 'Estimate', 'Proposal', 'Quote' or 'Bid'. You can setup our Square payment integration (learn how here). You can choose the currency symbol displayed, and whether to display tax as 'Tax' or 'VAT'.
On this page you can also set up the default due date for invoices and the default tax rate. Both can be changed on each individual invoice.
Advanced Invoice Settings
Click on the 'Advanced' tab in the 'Estimates & Invoices' sub header for more invoice setup options.
On this page you can:
Enable or disable Invoice Cost Basis This allows you to indicate the unit cost of invoice line items to determine your profit on a job. This line item cost is only displayed internally.
Enable or disable Automatic Markup This allows you to apply markup on your invoice items based on unit cost and markup percentage, to automatically set the unit price.
Enable or disable Commission Calculations This allows you to automatically calculate and store commissions based on a either a percentage of gross sales or a percentage of gross margin. Setting a default method and commission rate will automatically calculate it for each invoice, but this can be modified for each invoice.
Invoice PDF Settings
Click on the 'PDF' tab in the 'Estimates & Invoices' sub header to adjust the invoice PDF settings. In the first section you will enter your invoice company information, as you want it displayed on the PDF's you sent customers.
In the following photos we outline the various options you have to customize your PDF invoices. The default settings are shown, but you can adjust these settings to personalize your invoices and display the fields that you want shown to customers.
Scroll up and click 'Save' once you've adjusted any of these settings.
Congratulations! You've viewed and adjust all of the default settings for your estimates and invoices. If you need any help, reach out at firstname.lastname@example.org or click the blue chat icon at bottom right when you're in the app.