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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.

FieldPulse had default settings for your estimates and invoices to ensure consistency and reduce redundancies. You can change these settings to personalize the content and appearance of your estimates and invoices to better suit your business.

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General Settings

To access your estimate and invoice settings, click on Company Settings in the left-side menu, and then click Estimates & Invoices in the header. This takes you to the General Invoice Settings tab.
​ On this page, you can set up the basics of how your invoices and estimates are displayed. You can choose the verbiage used for your estimates, as well as the currency and whether to display tax as Tax, HST, GST, or VAT.
​ You can also set up the default tax rate and control how due dates are auto-generated. The Auto-Populate Due Date Upon dropdown menu allows you to choose your preferred method for automatically setting a due date on invoices:
  • Creation Date: The due date is set when the invoice is first created.
  • Finalization Date: The due date is set when the invoice is finalized. This is recommended for most users for better accuracy, as it accounts for the time it takes to prepare the invoice.
  • No Auto-Populated Due Date: No due date is automatically set; you must manually add one to each invoice.
Both the default tax rate and the due date method can be changed on individual invoices when needed. Scroll up and click Save once you’ve adjusted any of these settings.

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Adding a Logo to Estimates & Invoices

While still on the General Invoice Settings tab, scroll down and toggle on Custom Company Logo. An upload button will appear, click it and choose your logo file from your computer. The selected logo will appear next to the upload button. Click on Upload To see your logo in the header of an estimate or invoice, navigate to an estimate or invoice record and click Preview.

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Estimate & Invoice PDF Font Size

You can select the default font size on all new estimate and invoice PDFs that you send out. Our system’s default is regularly 8 pt font. You can choose from the following font sizes: 8 pt, 10 pt, 12 pt, 14 pt, and 16 pt. Scroll up and click Save once you’ve adjusted any of these settings mentioned above.

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Advanced Settings

Click on Advanced under Estimates & Invoices for more invoice setup options. Click on Advanced On this page you can:
  • Enable/Disable Invoice Cost Basis: This allows you to indicate the unit cost of invoice line items to determine your profit on a job. This line item cost is only displayed internally.
  • Enable/Disable Automatic Markup: This allows you to apply a consistent markup on your line items based on unit cost and markup percentage to automatically set the unit price.
  • Enable/Disable Commission Calculations: This allows you to automatically calculate and store commissions based on a fixed amount, percentage of gross sales, or a percentage of gross margin. Setting a default method and commission rate will automatically calculate it for each invoice, but this can be modified for each invoice. 
  • Enable/Disable Purchase Order Creation Based on Item Vendors
  • Enable/Disable Keep an Estimate Record when Converting to an Invoice
Scroll up and click Save once you’ve adjusted any of these settings.

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Preview Settings

Click on Preview Settings under Estimates & Invoices for more invoice setup options. In the first section you will enter your company information, as you want it displayed on the PDFs you send out to customers. Click on Preview Settings In the following photos you can see the various options you have to customize your estimates and invoices. You can adjust all of these settings to personalize your estimates and invoices and display only the fields that you want shown to customers. The settings you apply here will apply to all new estimates and invoices moving forward.

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Default PDF Setting for Estimates:

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Default PDF Setting for Invoices:

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Additional Default PDF Items:

Scroll up and click Save once you’ve adjusted any of these settings.

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FAQs

Am I able to show both the per-item tax amount and the post-tax line total on my estimates and invoices? Yes. Go to Company Settings → Estimates & Invoices → Preview Settings and toggle on “Display Line Item Tax Amount” and “Display Line Item Total Price inclusive of tax” under the default PDF settings. You can also override these on a per-record basis from the Preview screen of any individual estimate or invoice. Can I change the term ‘Estimate’ to something else? Yes, you can change the term Estimate to instead be Proposal, Quote, or Bid to match your company’s terminology. The new term will also be displayed on your customer-facing PDFs. To change this term, click Company Settings in the lefthand menu, then Estimates & Invoices. Under the General tab, click Estimate Record Name and choose the terminology you want to use from the dropdown. After making changes, be sure to click Save. Can I change my estimate/invoice numbering system to start at a specific number? Yes, the estimate/invoice numbering system can be modified to begin at a designated number. To change the starting number, click _Company Setting_s in the lefthand menu, then click on the Estimates & Invoices sub-header. Ensure you are in the General tab, then type in the number you’d like your estimates and invoices to start at under Next Estimate/Invoice #. Don’t forget to press Save. How do I remove the “(1 Total)” from the quantity display on invoices? To prevent the quantity from showing on your invoices, you can toggle off the Display Line Item Quantities setting. This will remove the quantity from both the dynamic invoice preview and the final PDF document.
  • To access this setting, go to the invoice preview screen.
  • Look for the Display Line Item Quantities toggle.
  • Click the toggle to turn it off.
Turning this setting off will hide the quantity for all line items and groupings on the invoice. Can I reposition my notes in the Estimate/Invoice PDF? Yes. By selecting the Display Notes Below Invoice Total on PDF checkbox, the notes will appear below the totals of the invoice. This placement keeps the most relevant pieces of the invoice—such as line items and pricing—prominent, especially on invoices with large notes sections.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.