FieldPulse had default settings for your estimates and invoices to ensure consistency and reduce redundancies. You can change these settings to personalize the content and appearance of your estimates and invoices to better suit your business.
General Settings
To access your estimate and invoice settings, click on Company Settings in the left-side menu, and then click Estimates & Invoices in the header. This will take you to the General Invoice Settings tab.
On this page you can set up the basics of how your invoices and estimates are displayed. You can choose the verbiage used for your Estimates, as well as the currency, and whether to display tax as 'Tax', 'HST', "GST', or 'VAT'.
You can also set up the default due date for invoices and the default tax rate. Both can be changed on individual invoices when needed.
Scroll up and click Save once you've adjusted any of these settings.
Adding a Logo to Estimates & Invoices
While still on the General Invoice Settings tab, scroll down and toggle on Custom Company Logo. An upload button will appear, click it and choose your logo file from your computer. The selected logo will appear next to the upload button.
To see your logo in the header of an estimate or invoice, navigate to an estimate or invoice record and click Preview.
Scroll up and click Save once you've adjusted any of these settings.
Advanced Settings
Click on Advanced under Estimates & Invoices for more invoice setup options.
On this page you can:
Enable/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/Disable Automatic Markup: This allows you to apply a consistent markup on your line items based on unit cost and markup percentage to automatically set the unit price.
Enable/Disable Commission Calculations: This allows you to automatically calculate and store commissions based on a fixed amount, 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.
Enable/Disable Purchase Order Creation Based on Item Vendors
Enable/Disable Keep an Estimate Record when Converting to an Invoice
Scroll up and click Save once you've adjusted any of these settings.
Preview Settings
Click on Preview Settings under Estimates & Invoices for more invoice setup options. In the first section you will enter your company information, as you want it displayed on the PDFs you send out to customers.
In the following photos you can see the various options you have to customize your estimates and invoices. You can adjust all of these settings to personalize your estimates and invoices and display only the fields that you want shown to customers. The settings you apply here will apply to all new estimates and invoices moving forward.
Default PDF Setting for Estimates:
Default PDF Setting for Invoices:
Additional Default PDF Items:
Scroll up and click Save once you've adjusted any of these settings.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.