Invoices

Prerequisites

Basics

An invoice is an itemized bill of the goods and services provided to a customer.

When you add an invoice, you can:

Completing an Invoice

  1. Add an invoice

  2. Use the Invoice Item Builder to add ticket items and/or price book items to the invoice

  3. Send the invoice to the customer for payment

  4. Apply payments to the invoice

  5. Apply credit memos to the invoice

Step-by-Step Guides

Adding an Invoice

  1. Access FieldFX Back Office

  2. Open the Invoices tab

  3. Click New

  4. Enter details

  5. Click Save

  6. Add invoice items

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