One Touch CAD

Invoice Billing Setup

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Same session as the field app. Open field app login · Tools

Invoice Billing Setup

Per-project company (From) and GC Bill-to for Create Invoice

Can become a step in guided new-job setup later.

Return to setup Tools Field App
1. Project
2. Your company
3. GC Bill-to
4. Review & save

1. Project

Invoice From and Bill-to are stored in this project’s database (one row per job). Create Invoice will refuse to run until both names are saved.

Select a project you have access to.

2. Your company (invoice From)

This prints as the contractor header on the invoice. Required: company name.

3. GC / Bill-to

Who the invoice is billed to (general contractor or owner). Required: name.

4. Review & save

Confirm both sides, then save to this project DB. Create Invoice will use these headers (labor/material lines are unchanged).

From


                    

                    

                        
 Bill to