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Estimates & Invoices
Sending Estimates & Invoices to Customers
Sending Estimates & Invoices to Customers
Updated over a week ago

In this guide, we'll show you how to send an invoice to a customer. Follow the same steps to send an estimate. 

The simplest way to send an estimate or invoice in FieldPulse is directly through the platform. To do this, navigate to the invoice you want to send.  On the Invoice Record, click Preview.

This will create a new PDF invoice. To send it via email, simply click Email to Customer at the top. 

On the next page a window will pop up with the email details. Adjust the subject line and body as needed and double check the recipient details. Once everything looks good, click Send.

Click on Send

Note that FieldPulse uses your name in the "From" field and your customer can reply directly to you.

Video Tutorial

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