Creating an invoice

FieldGate lets you create professional invoices and proposals that can be sent to clients with a shareable link.

How to create

1. Go to Jobs and open the job you want to invoice
2. Click Create Invoice
3. Add line items — each with a description, quantity, and rate
4. Set a tax rate if applicable
5. Add a due date and any notes for the client
6. Click Save

Sending to clients

Click Share on the invoice to copy the public link. Send this link to your client — they can view, sign, and pay the invoice without needing a FieldGate account.

Invoice vs Proposal

FieldGate supports both invoices and proposals. Proposals are used before work begins — clients can sign to approve the scope and cost. Once work is done, convert it to an invoice for payment.