This guide will walk you through how to

  • Convert an existing Quote to an invoice.

  • Build an Invoice from an existing job record

  • Explore Invoice features including Pricebooks, Bundles, Reece Catalogue, Groupings and surcharges

  • Add new line items (item mark ups & quantity calculations)

  • Preview Invoice & adjust PDF Settings

Follow along with this deep dive into invoices all from the mobile app!


How can we reach you?

Email: Support@fieldpulse.com

US

We’re available Monday-Friday 8:00am -6:00pm CST

US Customer Success Team Phone: 469-382-5668

AUS & NZ

We’re available Monday-Friday 8:00am -5:00pm AEST

AUS Customer Success Team Phone: +61 3 9917 5448

NZ Customer Success Team Phone: +64 9 801 0275

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