Yes, you can record the costs of your line items internally to track the cost basis and profit margins of your estimates or invoices. Unit costs can be applied on items directly when creating them or stored in your invoice item repository to be automatically inserted into your invoice line items. To learn more about this, read more Cost Basis And Invoice Profitability. Don’t want team members to see the costs of the line items? Although your invoice item repository can store the unit cost, you can hide the unit costs from your team members when they create estimates or invoices so that they only appear for managers. To learn how to hide this financial information from your service agents, read more Can I Limit Certain Team Members From Seeing Invoices And Financial Information.Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.