How do I send an invoice to a lawn care client in FieldPlexus?

Tap Invoices in the sidebar, tap the Collecting tab, open the invoice, review the line items, tap Send Invoice, confirm the email in the modal, and tap Confirm & Send. The client gets a professional email from your business name with a PDF attached and an online view link. A new empty collecting invoice is created automatically for the next cycle.

What is the sender name on invoice emails from FieldPlexus?

Invoice emails display the business name entered in Settings → Business Info as the sender, not 'FieldPlexus.' The underlying send address is no-reply@fieldplexus.com but the client sees the landscaping business name in their inbox. This is why filling out the business profile before sending the first invoice matters.

Can an invoice still be edited after it has been sent to the customer?

Yes. Line items on sent or overdue invoices can still be edited to fix mistakes. Open the invoice, tap a line item to change it, then tap Resend Invoice to email the updated version. Resending updates the sent date and recalculates the due date. Only paid invoices are locked from edits.

Sending Your First Invoice | How FieldPlexus Works

Before You Send

Two things have to be true before an invoice can go out:

The invoice has at least one line item (complete at least one job, or add a line item manually)
The client has an email on file (or a phone number, if their notification preference is SMS)

How to Send Your First Invoice

Tap Invoices in the sidebar
Tap the Collecting tab
Find the invoice with a yellow Collecting badge
Tap the invoice row to open it
Review the line items and check the amounts look right
Tap the Send Invoice button
Confirm the client's email address in the modal
Tap Confirm & Send

What Happens the Moment You Send

Status flips from Collecting to Sent (yellow badge to blue badge)
A due date is calculated from the payment terms in Settings → Billing (example: Net 7 means due 7 days from today)
The client gets a professional email from your business name (not "FieldPlexus") with a PDF attachment and a View Invoice Online link
If the client is opted in to SMS, they also get a short text with the amount and link
A copy of the email is sent to your business email address from Settings → Business Info
A brand new empty collecting invoice is created automatically for the client's next jobs

What the Client Sees

A branded email, your business name as the sender, a PDF attachment, and a "View Invoice Online" button. No login required. The online view shows the full invoice, payment options, and lets them download the PDF themselves.

If You Need to Fix Something After Sending

You can still edit line items on sent invoices. Open the invoice, tap the line item, make changes, and save. Then tap Resend Invoice (same button location, different label) to send the updated version. Resending updates the sent date and recalculates the due date.

Common Errors When Sending

"Cannot send empty invoice" means the invoice has zero line items. Complete a scheduled job or add a line item manually first.

Error about missing email means the client record has no email address. Go to Clients, tap the client, tap Edit, add the email, save, then try sending again.

Where Your Copy Goes

Every invoice email is also sent to the email address you entered at Settings → Business Info → Email Address. Check spam on the first send and mark the sender as "Not Spam" so future copies go to your inbox.

What Gets Sent Automatically After

When you later mark this invoice as paid, a receipt email is sent to the client automatically with a PDF showing a PAID banner. You do not have to write it. Same thing for the SMS receipt if the client is opted in.

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

Sending Your First Invoice