ICP turns finished field work into invoices without re-keying — an invoice is built straight from a completed work order, the last step of the alert-to-invoice field operations workflow.
Billing settings
Set these once per organization:
- Labor rate (per hour)
- Tax rate
- Currency (USD)
Generating an invoice
Generate an invoice from a completed work order. ICP builds the draft from:
- the order's parts drawn, plus
- labor logged × your labor rate,
- then applies tax.
Each line item (part or labor) carries a description, quantity, unit price, and amount; the invoice shows subtotal, tax, and total, and links to its customer and work order.
Invoice lifecycle
DRAFT → SENT → PAID (and VOID from any non-terminal state)
- Sending stamps an issued date and a due date (30 days out)
- A sent invoice's line items are snapshotted — later edits to a part or your rates don't change an invoice you've already sent
- Customers see their sent and paid invoices in the customer portal
Note
Because sent invoices are snapshotted, what your customer sees always matches what you sent — even if you adjust catalog costs or your labor rate afterward.