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.
Need to change your PDF display settings for one particular estimate or invoice? Follow this guide:
To access your estimate and invoice settings, click on 'Company Settings' 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 set up 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 also choose the currency and whether to display tax as 'Tax', 'HST', "GST', 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.
Click on the 'Preview Settings' tab in the 'Estimates & Invoices' sub header to adjust the invoice 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 you can see the various options you have to customize your invoices. You can adjust all of these settings to personalize your invoices and display only 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 please email us at email@example.com or live chat with us using the blue button in the bottom right corner.