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Create an invoice

Create invoices from a job's completed visits or as a standalone document.

Invoices are built from work you've already done — you pick the job and visit you're billing, and Fieldsity builds the invoice from it.

Create it

Click New Invoice on the Invoices page, or New invoice on your Hub.

The Create invoice page with a client, property, job, and visit selected

  1. Under Bill to, choose the Client and Property.

  2. Pick the Job name, then the Visit you're billing for.

  3. Click Create Invoice.

Review it

The invoice opens in Draft. Line items, quantities, and your tax rate flow in from the visit — check them, and use Add Discount or the Client Memo if you need them.

A complete draft invoice with dates, bill-to details, line items, and totals

Note: An invoice always starts from a job's visit. Nothing to bill yet? Create the job first — finished, unbilled work waits in Ready to invoice on your Hub.

Next: Send an invoice to a client.

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