Billing
Troubleshooting Invoice Issues
Last Updated: 07/10/2025Invoice Not Generating Check These Items: Job status is “Completed” Customer has billing address Price book assigned to job Time cards submitted Parts consumption recorded Incorrect Pricing Common Causes: Wrong price book selected Outdated price book Missing price entries Tax configuration error Email Not Sending Troubleshooting Steps: Verify email address Check email configuration Review spam...
Invoice Best Practices
Last Updated: 07/10/2025Automation Best Practices Configuration Set up price books correctly Configure tax rules properly Test with sample jobs Train technicians on time/parts entry Quality Control Review high-value invoices Spot-check automated invoices Monitor customer feedback Adjust settings as needed Communication Best Practices Clear Information Detailed line descriptions Obvious contact information Multiple payment options Professional appearance Timely Delivery...
Invoice Tracking and Management
Last Updated: 07/10/2025Status Tracking Monitor invoice lifecycle: Status Progression Draft: Just generated, not sent Sent: Emailed to customer Viewed: Customer opened email Partial: Partial payment received Paid: Full payment received Overdue: Past due date Payment Integration When payments received: Update invoice status Record payment method Apply to customer account Generate receipt Update reports
Preview and Send Invoice
Last Updated: 07/10/2025Invoice Preview Configuration Step 1: Preview Invoice Review before sending: Click Preview button PDF generates with all customizations Review for: Correct customer information Accurate line items Proper calculations Professional appearance Preview Shows: Company logo and info Complete service details All charges itemized Clear total due Payment instructions Invoice Delivery Options Automatic Email Delivery Configure auto-send...
Create Invoice
Last Updated: 07/10/2025Understanding Automatic Invoice Creation In FieldAx, invoices generate automatically when jobs are completed, capturing all billable elements from the service visit. Invoice Generation Trigger When Job is Closed/Completed The moment a technician completes a job: Status changes to “Completed” System triggers invoice creation All job data transfers to invoice Invoice appears in “Draft” status Automated...
Invoice Overview
Last Updated: 07/10/2025Invoice management in FieldAx automates the billing process through seamless integration with job completion. When technicians close jobs, the system automatically generates invoices with all consumed parts, labor hours, and travel time, applying appropriate pricing and taxes. This section covers the automated invoice creation process and how to preview and send invoices to customers. Understanding...