How to Create a New Invoice in FieldTask

Create and manage invoices directly from FieldTask by adding customer, job, tax, discount, and line-item information.

Create a New Invoice

• From the left sidebar, go to Invoices.

• Click the Create Invoice button in the top-right corner.

• The invoice creation form will open.

Fill in the required invoice information:

• Customer – Select the customer for the invoice. The invoice name is automatically generated based on the customer, but you can edit it if needed.
• Due Date – Set the date when the invoice is due.
• Job – Select the job associated with the invoice.
• Tax Name – Enter the name of the tax being applied.
• Tax Amount – Enter the applicable tax amount.
• Discount Amount – Enter any discount that should be applied.

Invoice Information

Some invoice details are automatically populated based on information already available in your organization:

• Invoice Number
• Currency
• Issue Date

These details can still be edited if you need to make changes.

Add Invoice Items

When you select a job, any existing line items from that job are automatically added to the invoice as individual items.

You can also add additional items manually:

1. Click Add Items.

2. Provide the item information:
3. • Item Type
   • Item Name – Select a saved product from the dropdown, or enter a new item name.
   • Description
   • Quantity
   • Unit Price
   • Tax – Specify whether tax applies to the item.

Add as many items as needed to complete the invoice.

Save and Send the Invoice

Once you have finished entering the invoice details, you can:

• Save and send the invoice immediately.
• Save the invoice and return to it later.

CRM Invoice Integration

Invoices created in FieldTask are automatically sent to the CRM Invoice module, and invoices created in the CRM are also sent to FieldTask. This means you do not need to enter the same invoice information twice.

From CRM Settings, you can choose whether invoices are sent from the CRM or directly from FieldTask.

Note: The invoice workflow is connected between FieldTask and the CRM, so changes and invoice data can be managed across both systems.

Mobile App

If you want to learn how to send invoices from the mobile app, click here.