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See how FieldPulse estimates and invoices move from draft to paid, and find every guide for building, sending, customizing, and collecting on them. Who uses this: Users with permission to view or edit Estimates/Invoices. Availability: All regions.

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Overview

You create an estimate or invoice in the web app or the mobile app. You link a customer, add line items, set the final details such as notes and tax, and save. An estimate opens as a record with a Draft status. You preview it, send it to the customer, and convert it to an invoice after the customer accepts. You then finalize the invoice, which moves its status from Invoice Draft to Invoiced, and the status changes to Paid once the customer pays.

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How it works

  • Build: Start from a customer, a job, or the Estimates or Invoices tab, then add line items, labor, and photos.
  • Send: Preview the document and email it to the customer.
  • Convert and finalize: Turn an accepted estimate into an invoice, then finalize it.
  • Collect: Accept payment against an Invoiced invoice.
  • Customize: Use templates, themes, options, contracts, and signatures to fit your business.
How-to: build How-to: send and sign Set up Details Related features