Pick the settings on this page once, and Fieldwork will follow them on every invoice from now on. You'll set how invoices and payments are numbered, what info appears at the bottom of each invoice, how customer credits are handled, when invoices are emailed, and which address appears on the bill.

Note: The wording of the emails sent with invoices is no longer set on this page. That moved to Document Templates.

This is the number Fieldwork will put on your very first invoice. After that, every new invoice gets the next number in line. For example, if you start at 1000, the next invoices will be 1001, 1002, 1003, and so on. This is called "autoincrement". Invoice numbers help you and your customers keep track of bills.

Important note: Once you set this number, never change it to a smaller number later. If you do, Fieldwork could start issuing invoices with numbers already in use, which would cause duplicates and other complications.

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A "transaction" is any payment you record — a check, a credit card payment, cash, etc. This setting works exactly like the invoice number above: it's the number on the first payment you record, and every payment after that increases by 1.

Note: Just like the invoice number, never lower this number after it's been set.

What you type in this box will appear at the bottom of every invoice PDF you send. Think of it as a sticky note you attach to every bill.

This is the right spot for things like:

Most popular use: Ask your customer to write their customer number and invoice number on the check. That way, when the check arrives, you know exactly who it's from and which bill to mark as paid.

A "positive credit balance" is money the customer has already paid that hasn't been used yet — like store credit. When this box is checked, Fieldwork will automatically use that credit to pay any new, auto-created invoices for that customer.

Note: This only applies to invoices Fieldwork creates automatically (for example, from recurring services). It does not auto-apply credit to invoices you create by hand.

Every payment in Fieldwork has a "close date." This is the date Fieldwork treats the payment as being deposited at the bank.

Tip: If you're not sure, leave the box checked. You can always change it later.

When you email an invoice, customers get a link they can click to pay online. But if you're going to print and mail the invoice, that link doesn't do much on paper.

Check this box to leave the online payment link off any invoices you print. Emailed invoices will still show the link.

When this is turned on, Fieldwork emails every new invoice (whether it was created manually or automatically) to the customer. The emails usually go out within 5 minutes.

The invoice gets sent to:

IMPORTANT!!!: If you turn this option on, turn off another setting in Work Orders to avoid sending the same invoice twice.

Here's the step-by-step:

2. Find the setting called Attach invoice to completed work order email.

3. Uncheck that box.

Note: If you skip this step, your customer will receive the invoice once it's attached to their work order email and again as its own email.

A "payment coupon" is the tear-off section at the bottom of an invoice that the customer mails back with their check. Normally, the payment coupon shows the customer's billing address, where they get mail. When you check this box, it shows the service location address instead — the place where you actually did the work.

Why it's useful: If your customer is a property manager, realtor, or anyone who pays bills for multiple locations, this makes it easy for them to see at a glance which property each invoice applies to.

"Remittance address" is just a term for "where you want the customer to mail the check."

By default, payments come back to your main business address. Check this box if you want customers to mail payments somewhere else — like:

Once you check the box, Fieldwork will let you enter that mailing address separately. That's the address that will print on every payment coupon.

Sometimes, Fieldwork creates an invoice that totals zero dollars — usually because credits or adjustments cover the entire bill.

When this box is checked, Fieldwork won't bother emailing the customer about it. There's nothing for them to pay, so there's no need to fill up their inbox.

A "consolidated invoice" is one big invoice that combines several smaller invoices into a single bill. This is helpful for customers with many locations or many services who only want one document each month.

This setting controls the order those small invoices appear inside the bigger one:

Pick whichever order makes the most sense to the people paying your bills.

Once you've closed out a month or finished your bookkeeping, you usually don't want anyone going back and changing old invoices — that messes up reports that have already been finalized ("reconciled").

The Lock Date prevents exactly that. Anything dated before the date you pick can no longer be edited. This applies to:

Who can set this: Only the System Admin.

How to use it:

Why this matters: It protects your reports, your tax records, and your peace of mind. Mistakes in old records can take hours to track down.

This is the address that appears on your invoices and payment coupons — it's how customers know who the bill is from and where to send payment (unless you set a different remittance address above).

Fill in each line:

Double-check this carefully — typos here mean customers might mail checks to the wrong place.

When you're happy with everything on this page, click the green Save button in the lower-left corner of your screen. If you leave the page without clicking Save, your changes won't be kept.

Need more help? Reach out to Fieldwork support — we're happy to walk you through any of these settings step by step.