> ## 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 > Estimates & Invoices — FieldPulse Help Center FieldPulse had default settings for your estimates and invoices to ensure consistency and reduce redundancies. You can change these settings to… When creating an estimate, many businesses want to offer customers multiple options. Some use a Good, Better, Best model, while others focus on Repair,… FieldPulse’s Recurring Billing allows you to generate recurring invoices on the fly, and save time by requesting or collecting payments automatically… In this guide, we'll show you how to send an invoice to a customer. Follow the same steps to send an estimate. Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to each individual estimate… Invoices capture line times, materials, and labor and give your customer a clear bill they can pay online or in person. The fastest way to create one is… Estimates pull together line items, materials, and labor into a single document you can send for review or present in person. Build them on the web from… If you're sending an estimate or invoice to a customer and want to attach photos or files, you can do so with just a few clicks. Before you get started, be sure that your team members have Hourly Billing Rate and Hourly Cost Rate set up in Company Settings. As a reminder, Hourly… If you want to collect a customer's electronic signature on an estimate or invoice via email, you can do so directly in FieldPulse. If you'd like to… When creating a new estimate or invoice, users can effortlessly insert pre-built templates into the record. These templates act as a solid foundation,… In FieldPulse, you can create multiple company profiles that can be easily switched when sending estimates and invoices. For instance, you might have a… To create a custom theme, navigate to Company Settings, then select Estimates & Invoices. Click on Themes in the sub-header. To create a new theme, select… In FieldPulse you can set up invoice bundles for services and parts that are often added together on an estimate or invoice, to save you time. Our Customizable Estimate & Invoice Workflows, allow you to run your sales process, your way! Recognizing the limitations that rigid estimate and invoice… By setting up Formula-Based Quantities, it will allow you to quickly calculate the materials needed for a job using those custom measurement formulas.… Record locking helps protect the integrity of your financial data by automatically restricting edits to estimates and invoices once they hit key… The "Override Tax" feature allows FieldPulse to handle all tax calculations, bypassing QuickBooks Online (QBO)'s methods entirely. When the tax override…