What Your Customer Sees on a FieldTask Invoice

Learn what information is included when you send an invoice to a customer through FieldTask.

After completing a job, you can raise an invoice for your customer directly from FieldTask. Once an invoice is created, it will automatically sync with GHL as well.

You have two options for sending the invoice to your customer:

• Send it through GHL, where the customer will receive the invoice format designed within your CRM.
• Send it through FieldTask, where the customer will receive the FieldTask invoice format.

If you send the invoice through FieldTask, your customer will see the following information:

Company Information

At the top of the invoice, the customer will see your:

• Company Name
• Company Address
• Company Email
• Company Phone Number

Invoice Details

The invoice will contain a section showing:

• Billed To — Customer Name
• Issue Date
• Due Date
• Invoice Number

Invoice Breakdown

The invoice table will display the details of the work being invoiced, including:

• Serial Number
• Type
• Item Name
• Quantity
• Unit Price
• Amount 

The invoice will also display the final calculations:

• Subtotal
• Grand Total
• Paid
• Amount Due
• Signature
• Date

Tax and Discount Information

If taxes and discounts are applied to the invoice, tax details will also be displayed.

This gives your customer a complete breakdown of the work completed, pricing, and the amount they need to pay.