Let’s set the scene…
You show up to the job on time, bring all the right equipment, do fantastic work for your customer, and are out of there in time. There are smiles all around and you move on to your next appointment of the day. No worries.
Except, you didn’t get paid for your services yet – you’ll send the invoice later, right?
With packed days, going from one job to the next, it can be easy to let the task of invoice creation slip to the end of the day or the end of the week.
Wouldn’t it be great if the invoice created itself; if all you had to do was fill in a final few details and send a complete electronic invoice to your customer right away?
Meet the Best Invoicing Software for Small Business
With FieldPulse mobile invoicing, invoice creation for your service business can become the easiest and quickest part of the job. Not only is it an efficient process, but it will also improve your cash flow situation. Studies have shown that companies using electronic invoices are paid quicker than than those using written invoices. Not only is incoming money more consistent, but similar research shows that customers prefer paying electronic invoices over written invoices, especially when they have the ability to do so electronically such as with a credit card or debit card. FieldPulse allows you to send out invoices in seconds, making your bank account and your customers happier.
For every new job record or appointment you set up, FieldPulse’s mobile invoicing will create an invoice for you. That means you’ll never forget to create an invoice at the end of a job or project. With the invoice tracking system, you’ll always be able to manage your invoices, such as closing them when they’ve been paid or following up when they have not been paid yet. When the times comes for you to send it or present it to your client, all you need to do is ensure the line items and prices are accurate. With the touch of a button, you can automatically generate Invoice PDFs and email them directly to your customer.
How to Create an Invoice in FieldPulse in 3 Easy Steps
Step 1: Open the job record for which you want to create an invoice and select the “Create Invoice” option. The customer name and job information will automatically be populated in the invoice for you.
Step 2: Add in line items for the completed job. You can easily search for items in the search bar and add them to your invoice with just one click. Once added, you can edit the item, description, unit cost, unit price, quantity or enable/disable tax for each item. Next, add in any notes, files and contracts that are related to this job to the invoice. Last, you will have the ability to easily add a discount / surcharge and edit the tax rate for this invoice if needed.
Step 3: When finished, click the “Save” button. This will take you to the invoice record page where you can review and make sure everything is correct. From here you can generate a PDF of the invoice to review, save or email to the customer.
Mobile invoicing sounds wonderful, and it is. To experience it for yourself, give FieldPulse a try today! Sign up for a 14-day free trial.
