Creating Invoices from Jobs | FieldCamp

Generate invoices from completed jobs in FieldCamp. Line items, labor hours, and materials carry over so you can bill field service customers quickly.

When a job is done, the next step is getting paid. FieldCamp lets you create an invoice directly from the job, pre-filled with line items, labor hours from logs, and materials. No retyping, no missed charges.

The Fastest Way: Ask the Command Centre

Open the Command Centre and describe what you need:

"Create an invoice for the completed HVAC repair at Smith Residence"
"Invoice job 1036"
"Generate an invoice for Sarah Johnson's plumbing work"
"Bill ABC Plumbing for the roof repair job"

The Command Centre creates the invoice with all job details pre-filled and lets you review before sending.

When to Create an Invoice

Create an invoice from a job when:

The work is complete and the job status is Completed (or all visits are finished)
You want to bill for a portion of the work mid-project (progress billing)
The customer has approved the final scope and pricing

You do not need to wait until the job is marked Completed. Some businesses invoice after each visit on long-running jobs.

If the job originated from an approved estimate, any deposits the customer already paid are tracked and will appear as credits on the invoice.

How to Create an Invoice from a Job

Option 1: From the Assets Tab

Open the job detail page
Click the Assets tab
Click Create Invoice
FieldCamp opens a new invoice pre-filled with the job's data

Open the job detail page
Click the Actions button in the top-right corner
Select Create Invoice
The invoice form opens with job details loaded

Both paths produce the same result. Use whichever is more convenient.

What Carries Over

From the Job	Into the Invoice
Client name and contact	Pre-filled in the billing section
Billing address	Copied from the job or client record
Line items	Services and products with quantities and pricing
Labor hours	Pulled from job logs if logged
Materials	Any materials recorded in visit logs
Deposits	Applied as credits if collected on the original estimate

Adjustments Before Sending

The pre-filled invoice is a starting point. Before sending, you can:

Add or remove line items -- Include work that was not on the original job, or remove items that were not completed
Adjust quantities and prices -- Update hours worked, material costs, or discount rates
Apply deposits -- If the customer paid a deposit, it appears as a line credit reducing the balance due
Set payment terms -- Net 15, Net 30, Due on Receipt, or custom terms
Add notes -- Thank the customer, explain charges, or include warranty information
Attach files -- Add before/after photos, completion reports, or signed forms

For detailed options on formatting, taxes, and terms, see Creating and Managing Invoices.

Sending the Invoice

Once the invoice is ready, you have several delivery options:

Email -- Click Send and FieldCamp emails the invoice directly to the customer. The email includes a link to view and pay online.

Customer Portal -- If your customer has portal access, the invoice appears in their portal automatically. They can view, download, and pay from there.

Download -- Export the invoice as a PDF to share manually, print, or attach to your own email.

After sending, FieldCamp tracks whether the invoice has been viewed, is overdue, or has been paid. Payment status updates automatically when the customer pays through Stripe or another connected payment method.

You can create multiple invoices from the same job. This is useful for progress billing on large projects where you invoice at milestones rather than at the end.

Tracking Payment

After invoicing, monitor payment status from:

The invoice detail page -- Shows sent, viewed, paid, or overdue
The job detail page -- The Assets tab shows linked invoices and their payment status
The analytics dashboard -- See outstanding invoices and revenue trends
The Command Centre -- Ask "What invoices are unpaid?" or "Has the Smith Residence invoice been paid?"

For automatic payment collection on recurring jobs, see Auto-Deducting Payments.