Estimates & Invoices
By FieldPulse1 author14 articles
Can I add my logo to my estimate or invoice?
Can I store common invoice line items and equipment used for invoices for faster invoicing?
Can I import my existing invoice items into FieldPulse?
How do I sync my invoices and payments to Quickbooks?
Can I limit certain team members from seeing invoices and financial related information?
Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?
Can I customize the invoice or estimate PDF? Can I hide line item price, quantity, or tax from the PDF?
Can I attach a contract to an estimate?
Can I record partial payments or down payments on invoices?
Can I change my estimate/invoice numbering system to start at a specific number?
Can I send estimates/proposals/quotes in addition to invoices?
Can I change the term 'Estimate' to something else?
Can I track profit margins and costs on estimates and invoices?
Can I track employee commissions on invoices?