> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Estimates & Invoices Overview

> Learn how FieldPulse estimates and invoices go from line items to approval and payment, and find every guide for building, sending, and styling them.

> 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.

## 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.

## 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.

## Related articles

**How-to: build**

* [How to Create an Estimate](https://help.fieldpulse.com/estimates-invoices/creating/estimate.md)
* [How to Create an Invoice](https://help.fieldpulse.com/estimates-invoices/creating/invoice.md)
* [How to Add Labor to Estimates & Invoices](https://help.fieldpulse.com/estimates-invoices/creating/adding-labor.md)
* [How to Use Line Item Bundles & Groupings](https://help.fieldpulse.com/estimates-invoices/creating/line-item-bundles.md)
* [How to Capture Line Item Images on Mobile](https://help.fieldpulse.com/estimates-invoices/creating/line-item-images.md)
* [How to Attach Photos & Files to Estimates & Invoices](https://help.fieldpulse.com/estimates-invoices/creating/attaching-photos-files.md)
* [How to Use Estimate & Invoice Templates](https://help.fieldpulse.com/estimates-invoices/templates/using-templates.md)
* [How to Use Estimate Options & Add-Ons](https://help.fieldpulse.com/estimates-invoices/options/options-add-ons.md)

**How-to: send and sign**

* [How to Send Estimates & Invoices to Customers](https://help.fieldpulse.com/estimates-invoices/creating/sending.md)
* [How to Send a Variant Proposal](https://help.fieldpulse.com/estimates-invoices/options/variant-proposal.md)
* [How to Request a Customer Signature](https://help.fieldpulse.com/estimates-invoices/options/customer-signature.md)

**Set up**

* [Setting Up Default Estimate & Invoice Settings](https://help.fieldpulse.com/estimates-invoices/creating/default-settings.md)
* [Setting Up Automatic Tax Rates & Tax Override](https://help.fieldpulse.com/estimates-invoices/creating/auto-tax-rates.md)
* [Setting Up Formula-Based Quantities](https://help.fieldpulse.com/estimates-invoices/creating/formula-quantities.md)
* [Setting Up Bill to Parent](https://help.fieldpulse.com/estimates-invoices/creating/bill-to-parent.md)
* [Setting Up Record Locking on Estimates & Invoices](https://help.fieldpulse.com/estimates-invoices/creating/locking-edits.md)
* [Setting Up Custom Estimate & Invoice Status Workflows](https://help.fieldpulse.com/estimates-invoices/creating/status-workflows.md)
* [Setting Up Estimate & Invoice Templates](https://help.fieldpulse.com/estimates-invoices/templates/creating-templates.md)
* [Setting Up Custom Estimate & Invoice Themes](https://help.fieldpulse.com/estimates-invoices/templates/themes.md)
* [Setting Up Alternative Company Profiles](https://help.fieldpulse.com/estimates-invoices/templates/company-profiles.md)
* [Setting Up Contracts](https://help.fieldpulse.com/estimates-invoices/options/contracts.md)
* [Setting Up Recurring Billing](https://help.fieldpulse.com/estimates-invoices/recurring/recurring-billing.md)

**Details**

* [Estimate & Invoice Customer Experience Overview](https://help.fieldpulse.com/estimates-invoices/creating/customer-view.md)
* [Collecting Signatures Overview](https://help.fieldpulse.com/estimates-invoices/options/collecting-signatures-overview.md)
* [Estimates & Invoices Offline Mode Details](https://help.fieldpulse.com/estimates-invoices/creating/offline-behavior.md)

**Related features**

* [How to Collect Payments: 3 Methods](https://help.fieldpulse.com/payments/collecting/collecting-payments-3-methods.md)


## Related topics

- [Creating Estimates & Invoices](https://help.fieldpulse.com/estimates-invoices/creating/index.md)
- [Pricebook Overview](https://help.fieldpulse.com/add-ons/sales-suite/pricebook-overview.md)
- [Recurring Billing Overview](https://help.fieldpulse.com/estimates-invoices/recurring/overview.md)
- [Estimate & Invoice Customer Experience Overview](https://help.fieldpulse.com/estimates-invoices/creating/customer-view.md)


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