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BillingBilling Overview

Billing

Overview

Billing helps teams turn completed work into accurate invoices. Use this section to understand how FieldWRX organizes invoice records, pricing, and approval steps.

Common Tasks

  • Review invoices and invoice status.
  • Check pricing information before billing work.
  • Follow invoice approval steps.

Key Concepts

  • Invoices summarize billable work for customers.
  • Price books define the rates and items used for billing.
  • Approvals help teams confirm invoices before sending or exporting them.