HelpInvoices
How an invoice is built from a job
When a job is completed, Fieldsmith builds the invoice from the job: the work becomes a line item priced the way you've set up pricing, tax is applied if you charge it, and the due date comes from your invoice terms.
The work line
How this is priced depends on your setup. Hourly multiplies your rate by the time on the job. A price book uses the price for that service type. A flat price on the job uses that.
A price set directly on the job always beats your default. If a job is set to a flat price and no price was entered, Fieldsmith stops and tells you rather than billing $0.
Tax and terms
If you've set a tax rate in Settings → Pricing & invoicing, it's applied. If you haven't, it isn't.
Your invoice terms decide the due date. That's what makes an invoice show as overdue later.
Changing it before it goes
A draft invoice is yours to edit. Once it's sent, the numbers are fixed. The customer has already seen them, and a bill that changes after the fact is how you lose people.
The statuses
Draft is made but not sent. Sent is with the customer, waiting. Paid is settled. Overdue is past your due date and still unpaid. Refunded means the money went back.
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