> ## 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. # How to Create an Invoice > Make an invoice from a customer, job, or the Invoices tab in FieldPulse, add line items, then send it and start collecting payment. > **Who uses this:** Admins and Team Managers can create and send estimates and invoices; the permission is configurable for Service Agents and is not available to Limited Agents. **Availability:** All regions. An invoice is the bill you give a customer for the work you did — line items, materials, and labor — and the customer can pay it online or in person. The fastest way to create one is to convert an accepted estimate, which carries the customer, the job, and every line item into a new invoice. You can also build an invoice from scratch in the web app or the mobile app. See [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices) for what the feature covers. ## Overview You can create an invoice two ways: convert an accepted estimate, or build a new invoice from a job record, a customer record, or the **Invoices** tab. Either way, you confirm the line items, set the final details, and save the invoice. You then finalize the invoice, which moves its status from **Invoice Draft** to **Invoiced**. Once an invoice reads **Invoiced**, you can accept payment against it, and the status changes to **Paid** when the customer pays in full. ## Before you begin * Every invoice links to a customer. Starting from a job record or a customer record carries that link in automatically. Starting from the **Invoices** tab means linking the customer yourself. * Your default due date, tax rate, and customer-facing PDF fields come from **Company Settings**. See [Setting Up Default Estimate & Invoice Settings](/estimates-invoices/creating/default-settings) to set them before you invoice. * Converting an estimate does not keep the original estimate record unless you turn on **Keep an Estimate Record when Converting to an Invoice** first. See [Setting Up Default Estimate & Invoice Settings](/estimates-invoices/creating/default-settings). ## On web ### Convert an estimate to an invoice Converting an accepted estimate is the fastest way to create an invoice, because it transfers the customer and job information along with every line item. 1. Open the estimate record you want to convert. 2. Select **Convert to Invoice**. Estimate record #1029 in the web app with the Convert to Invoice button outlined, next to Generate Proposal, View Estimate, Actions, and Edit The estimate becomes an invoice record. FieldPulse does not keep the estimate record when it is converted into an invoice record. To preserve the estimate, turn on **Keep an Estimate Record when Converting to an Invoice** in [Setting Up Default Estimate & Invoice Settings](/estimates-invoices/creating/default-settings) before you convert. 3. Select **Edit** on the new invoice record to make changes — for example, to add parts you had to order or extra hours of labor. Follow the steps in **Complete the invoice** below. The converted Invoice Record #1029 with status Invoice Draft and the Edit button outlined, next to Finalize Invoice, Preview, and Actions ### Choose where to start a new invoice You can start a new invoice from three places in the web app. **From a job record.** Open the job record from the **Schedule** tab or the **Jobs** tab in the left-side menu. The Team Schedule day view with the Schedule tab outlined in the left menu and the 8:00 AM Installation job outlined in the list The Jobs list with the Jobs tab outlined in the left menu and job #1096 Installation outlined in the list On the job record, select **Actions**, then **Create Invoice**. The customer, invoice title, and related job fill in automatically. Job Record #1096 with the green Actions button outlined next to Customer Communication and Edit The Actions menu open on the job record with Create Invoice outlined under Related **From a customer record.** Select the green **Actions** button, then **Create Invoice**. A customer record with an arrow pointing to the green Actions button and Create Invoice outlined in the Related column of the menu **From the Invoices tab.** Select **Invoices** in the left-side menu, then select **Create Invoice**. The Invoices page with Invoices outlined in the left menu and the green Create Invoice button outlined above the invoice list ### Complete the invoice Fill in the invoice details on the **Create a new invoice** screen. 1. Confirm the customer and the linked job. Both fill in automatically if you started from a job record. If you started from a customer record or the **Invoices** tab, link the related customer and job yourself. The Create a new invoice screen with Customer Name filled in and the Link Job search open, with the Installation job outlined in the results 2. Set the **Due Date**. FieldPulse fills in the default from **Company Settings**, and you can select the field to change it on this invoice. The Create a new invoice screen with the Due Date field outlined below Customer Name, Job Title, Save As Invoice Template, and Invoice Title 3. Select **Add Item** and start typing the name of a line item. Select the item when you see it in the list. The line items area of a new invoice with the green Add Item button outlined, next to Pricebook, Add Grouping, Insert Bundle, and Apply Markup/Margin 4. Fill in any missing details, then select **Add to Invoice and Add Next Item** if you have more line items to include, or **Add to Invoice** if this is your last one. The Add Item panel with the Labor item, unit cost, unit price, quantity, and total filled in, and Add to Invoice and Add to Invoice and Add Next Item outlined at the bottom 5. To add a line item that is not saved in your item list yet, select **Create New Line Item**. The Add Item panel with the item search open and Create New Line Item outlined above the Item List results 6. Enter the item name, item type, SKU, unit cost, unit price, and description, and decide whether to track inventory on the item. Select **Save Item**, then **Add Item**. FieldPulse saves the item to your item list and adds it to this invoice. The Add New Item window with Item Name, Item Type, Item #/SKU, Unit Cost, Unit Price, Default Quantity, Taxed, and Description fields, and the green Save Item button outlined 7. Manage each line item with the icons on the right of its row: the eye icon controls whether the customer sees the item, the pen icon edits it, and the trash icon deletes it. A Labor line item row on an invoice with the eye, pen, and trash icons outlined at the right end of the row You can also add line items with **Pricebook**, **Add Grouping**, and **Insert Bundle**, or reprice them with **Apply Markup/Margin**. See [How to Use Line Item Bundles & Groupings](/estimates-invoices/creating/line-item-bundles) and [Setting Up Your Pricebook](/add-ons/sales-suite/pricebook) for what each one does. ### Set the final details Once the line items are in place, add notes, attach files, attach a contract, and adjust the totals. 1. Add **Invoice Notes** by typing in the box on the **Invoice Notes** tab. These notes appear near the top of the invoice PDF and save when you save the invoice. For notes your customers should not see, use the **Internal Notes** tab. The Invoice Notes tab outlined on a new invoice, alongside the Internal Notes, Files, and Contract tabs, above the Notes (appears on invoice) box 2. Select the **Files** tab and select **Upload File** to attach files or photos. See [How to Attach Photos & Files to Estimates & Invoices](/estimates-invoices/creating/attaching-photos-files). The Files tab outlined on a new invoice with the drag-files-to-upload area and the Upload File button outlined 3. Select the **Contract** tab and choose the contract you want to attach. The contract text appears in the **Contract Details** editor. The Contract tab outlined on a new invoice, with the Payment Agreement contract selected and its text shown in the Contract Details editor 4. Review the subtotal and adjust the totals: * **Add Credit Card Fee** — charge your customer a percentage or dollar amount for paying by card. * **Change the tax rate** — the default tax rate from **Company Settings** applies, and you can change it on this invoice. Only line items marked as taxed have tax applied. See [Setting Up Automatic Tax Rates & Tax Override](/estimates-invoices/creating/auto-tax-rates). * **Add Discount** or **Add Surcharge** — add or subtract a percentage or fixed amount from the invoice total. The invoice totals area with Add Credit Card Fee, Add Surcharge, and Add Discount outlined above the Subtotal, editable Tax (%) field, Total, and the Save Invoice button ### Save, preview, and finalize the invoice 1. Select **Save Invoice**. FieldPulse opens the invoice record. Select **Edit** if you need to change anything. 2. Select **Preview** to generate a preview of the invoice. From the preview you can send the invoice to your customer and adjust its appearance — see [How to Send Estimates & Invoices to Customers](/estimates-invoices/creating/sending). Invoice Record #1030 with status Invoice Draft and the Preview and Edit buttons outlined, next to Finalize Invoice and Actions 3. Back on the invoice record, select **Finalize Invoice** to move the status from **Invoice Draft** to **Invoiced**. Invoice Record #1030 with the Finalize Invoice button outlined, next to Preview, Actions, and Edit 4. Once the invoice status reads **Invoiced**, accept payment. When the customer pays in full, the status changes to **Paid**. See [How to Collect Payments: 3 Methods](/payments/collecting/collecting-payments-3-methods).