> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Estimates & Invoices

> 15 FieldPulse help articles on Creating Estimates & Invoices, including Estimate & Invoice Customer Experience Overview.

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  <Card title="Estimate & Invoice Customer Experience Overview" href="/estimates-invoices/creating/customer-view">
    See the branded email, PDF, and approval page your customer receives when you send an estimate or invoice from FieldPulse, and what you control on each.
  </Card>

  <Card title="Setting Up Automatic Tax Rates & Tax Override" href="/estimates-invoices/creating/auto-tax-rates">
    Turn on Automatic Tax Rates in FieldPulse Company Settings so estimates and invoices pick up the rate for the job location, and override it on one record.
  </Card>

  <Card title="Setting Up Default Estimate & Invoice Settings" href="/estimates-invoices/creating/default-settings">
    Set account-wide defaults in FieldPulse Company Settings for wording, currency, tax rate, due dates, your logo, and customer-facing PDF fields.
  </Card>

  <Card title="Setting Up Formula-Based Quantities" href="/estimates-invoices/creating/formula-quantities">
    Save measurement formulas in FieldPulse Company Settings so a tech enters a few measurements on the estimate and the material quantity calculates itself.
  </Card>

  <Card title="Setting Up Record Locking on Estimates & Invoices" href="/estimates-invoices/creating/locking-edits">
    Turn on record locking in FieldPulse so converted estimates and finalized or paid invoices stop accepting edits, and give chosen users override access.
  </Card>

  <Card title="Setting Up Custom Estimate & Invoice Status Workflows" href="/estimates-invoices/creating/status-workflows">
    Create your own estimate and invoice statuses in FieldPulse Company Settings, set a default workflow, and keep your statuses mapped to QuickBooks.
  </Card>

  <Card title="Setting Up Bill to Parent" href="/estimates-invoices/creating/bill-to-parent">
    Bill a child location's estimates and invoices to the parent account in FieldPulse, charge the parent's card on file, and show parent details on PDFs.
  </Card>

  <Card title="How to Add Labor to Estimates & Invoices" href="/estimates-invoices/creating/adding-labor">
    Bill technician time on a FieldPulse estimate or invoice using each team member's hourly billing rate and the hours clocked on the job record.
  </Card>

  <Card title="How to Attach Photos & Files to Estimates & Invoices" href="/estimates-invoices/creating/attaching-photos-files">
    Attach job photos and files to an estimate or invoice email in FieldPulse, pulling them from the job record or uploading them from your computer.
  </Card>

  <Card title="How to Create an Estimate" href="/estimates-invoices/creating/estimate">
    Make an estimate from a customer, job, or the Estimates tab in FieldPulse, add line items, then send it and convert to an invoice once accepted.
  </Card>

  <Card title="How to Create an Invoice" href="/estimates-invoices/creating/invoice">
    Make an invoice from a customer, job, or the Invoices tab in FieldPulse, add line items, then send it and start collecting payment.
  </Card>

  <Card title="How to Use Line Item Bundles & Groupings" href="/estimates-invoices/creating/line-item-bundles">
    Save the parts and services you always sell together as a FieldPulse invoice bundle, and group line items under one title, price, and customer visibility.
  </Card>

  <Card title="How to Send Estimates & Invoices to Customers" href="/estimates-invoices/creating/sending">
    Preview an estimate or invoice in FieldPulse, set what the customer sees on that one record, and email it from your own name so replies reach you.
  </Card>

  <Card title="How to Capture Line Item Images on Mobile" href="/estimates-invoices/creating/line-item-images">
    Take or upload a photo for a line item while building an estimate or invoice in the FieldPulse mobile app, add markup and notes, and keep it on the record.
  </Card>

  <Card title="Estimates & Invoices Offline Mode Details" href="/estimates-invoices/creating/offline-behavior">
    See what your team can do with estimates and invoices in the FieldPulse mobile app with no signal, what's capped, and how offline drafts sync back.
  </Card>
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