What does a collecting invoice mean in FieldPlexus?

A collecting invoice is an open invoice that accumulates services over time. Instead of creating a new invoice every time a lawn care job is completed, all services for a client drop onto one invoice. Each client has exactly one collecting invoice at any time. When the invoice is sent, a new empty collecting invoice is created automatically for the next cycle.

Can a landscaping client have more than one collecting invoice open at the same time?

No. A client can only have one open collecting invoice at any moment. This prevents duplicate billing. A client can also have separate manual invoices alongside the collecting invoice, but the collecting side is always a single invoice until it is sent and replaced by a new empty one.

How does billing for weekly mowing clients work with collecting invoices?

Each week when the mowing job is completed on the schedule, the charge automatically drops onto that client's collecting invoice as a dated line item. At month end, the invoice shows every visit itemized by date. One tap of Send Invoice emails the consolidated bill. A new empty collecting invoice is created automatically for the next month.

How Collecting Invoices Work | How FieldPlexus Works

What Is a Collecting Invoice

A collecting invoice is an open invoice that accumulates services over time. Every client has exactly one collecting invoice at any moment. When you complete a job, the charge drops onto that invoice automatically.

This is the #1 thing that makes FieldPlexus different from Jobber, Housecall Pro, and every other field service app. Instead of a new invoice per visit, one invoice builds across the month.

Why It Saves Hours Every Month

Traditional software creates a separate invoice for every completed visit. Weekly mowing for 30 clients equals 120 invoices per month. FieldPlexus creates 30 invoices, each with 4 line items. Landscapers report cutting billing time from 5+ hours per week to about 30 minutes.

How It Works Step by Step

You complete a scheduled job by tapping the green Complete button on the appointment card
System checks if the client already has a collecting invoice. If yes, it uses that one. If no, it creates one automatically.
A line item is added with the service description, date, and price
Totals recalculate automatically
You repeat this every time you complete a visit for that client
When you are ready to bill, you open the invoice and tap Send Invoice
The invoice status changes from Collecting to Sent
A brand new empty collecting invoice is created automatically for next month's services

Where to Find Your Collecting Invoices

Tap Invoices in the sidebar
Tap the Collecting tab
You see every open invoice that is accumulating services

Each one shows a yellow Collecting badge. Tap it to open and review the line items.

A Real Example

You mow Mrs. Johnson's lawn every Wednesday in April for $45. Each week you tap Complete. At the end of April, her collecting invoice shows four line items totaling $180. One tap of Send Invoice and she receives a clean, itemized PDF showing the date and amount for each visit.

When a New Collecting Invoice Gets Created

The system creates a new empty collecting invoice the moment you send the old one. You never have to create a collecting invoice manually. You also cannot have two collecting invoices open for the same client at the same time. This prevents duplicate billing.

Can I Still Create Individual Invoices?

Yes. If you do a side job or one-time work that is not on the regular schedule, go to Invoices → New Manual Invoice (blue button, top right). Manual invoices show a purple Manual badge. A client can have a collecting invoice AND manual invoices at the same time. The collecting flow keeps building in the background.

What If I Want to Bill Weekly Instead of Monthly?

That is fine. The collecting invoice does not force a billing cycle. Send it whenever you want — weekly, biweekly, monthly, or whenever the total hits a number you like. After each send, a new collecting invoice starts for the next cycle.

Still have questions? Tap Help in the sidebar and ask the AI product expert — it knows every feature, every button, every workflow in FieldPlexus.

How Collecting Invoices Work