How to Create and Send an Invoice from the FieldTask Mobile App

Learn how to create and send an invoice to your client directly from the FieldTask Mobile App.

To create and send an invoice from the Mobile App:

• Go to the Jobs section.

• Navigate to the Submitted section.

• Find the job you want to create an invoice for and tap Create Invoice.

• Review the invoice information to make sure everything is correct.
• Tap Send & Save to save the invoice and send it to your client.

❗ Please Note: Field Technicians can only view the invoice amount and send invoices if the Organization has given them permission to do so. To learn how to enable or disable this setting, follow this article.

📌 Note: Invoice data created through the FieldTask Mobile App is also synced with the Web App, so you do not need to enter or maintain the same invoice information twice.