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Field Invoicing

Select a customer and start entering invoice items.  It's that easy!

  • Customers: integrate with Sage or Quickbooks and take your customer list with you into the field.
  • Inventory: integrate with Sage or Quickbooks and take your inventory items and costs with you into the field.
  • Review: when you are finished the invoice, select 'Review' and the office will have immediate access to your invoice.
  • Post: this lets you know the office has posted your office.  They can either import into Sage or QuickBooks.
  • PDF: download a PDF of the invoice
  • Email: email the PDF invoice to your customer

Field Overview Invoicing