FieldCamp’s Invoices feature streamlines your billing process, helping you issue, track, and manage invoices with ease. Whether you’re billing for one-off jobs or recurring services, FieldCamp ensures every invoice is accurate, clear, and easy for your clients to pay.
Navigating the Invoices Section
Log in to FieldCamp with your credentials.
In the left-hand navigation or main dashboard, click on Grow.
At the top of the Grow screen, click on Invoices to access all your invoices.
The main Invoices screen displays an organized list of all your invoices, including:
Invoice # (unique ID for easy tracking)
Title (custom name for the invoice)
Customer (client name)
Date (invoice creation date)
Due Date (when payment is due)
Total (total amount, including taxes)
Delivery Status
Payment (payment status and actions)
This overview lets you quickly find, filter, and manage all your open and past invoices.
Creating a New Invoice
Step 1: Start a New Invoice
Click on + New Invoice on the right-hand side of the Invoices screen.
Step 2: Fill Out Invoice Details
Basic Information
Customer: Select an existing client or add a new one.
Title: Enter a clear, descriptive title for the invoice.
Invoice Date: Set the date for the invoice.
Due Date: Choose when payment is due.
Payment Term: Select from options such as:
Due on receipt
Net 7 days
Net 14 days
Net 30 days
Net 45 days
Net 60 days
Net 90 days
Billing Address: Enter or confirm the client’s billing address.
Line Items
Section Name: Optionally, group items under sections like “Labor,” “Parts,” or “Inspection.”
Add Line Items: For each service or product:
Description: Details of the item/service.
Qty: Quantity.
Rate: Price per unit.
Tax: Choose the applicable tax from the dropdown. The selected tax will be reflected in the total.
Amount: Auto-calculated.
Click Add Section to organize items into multiple sections if needed.
Step 3: Save the Invoice
Click Save to store your invoice. It will now appear on the main invoice screen, ready for review or sending.
With FieldCamp, invoicing becomes a seamless part of your workflow-helping you stay organized, get paid faster, and provide a professional experience for every client. Spend less time on paperwork and more time growing your business, knowing your billing process is efficient, accurate, and always at your fingertips.