How does Field Ascend create invoices from jobs? ▼
When a job is completed, Field Ascend auto-populates an invoice with labour times, materials, and miscellaneous line items directly from the job sheet. You can create a full invoice in one click — no manual re-entry. Optionally copy the job description and work-done notes onto the invoice automatically.
Does Field Ascend support Domestic Reverse Charge (DRC)? ▼
Yes. Field Ascend has full DRC support built in. Set DRC as a tenant-level default, override per customer, or override per individual invoice. The DRC notice appears automatically on PDF invoices and is passed correctly to Xero, QuickBooks, Sage, FreeAgent and Zoho Books. The feature can be hidden entirely for non-UK businesses.
Does Field Ascend support CIS deductions? ▼
Yes. CIS deductions are fully supported. Set the CIS rate per customer (typically 20% or 30%), and Field Ascend automatically calculates the deduction and shows the balance due on the invoice PDF. CIS deductions are passed as negative line items to all supported accounting integrations. Like DRC, CIS can be disabled entirely for non-UK tenants.
Which accounting systems does Field Ascend integrate with? ▼
Field Ascend integrates with Xero, QuickBooks, Sage Accounting, Sage 200, FreeAgent, and Zoho Books via OAuth2. Post invoices in one click from the invoice list, or bulk post multiple invoices at once. Posted status is tracked per invoice to prevent double-posting. Each integration also handles DRC and CIS correctly.
Can I send invoices by email directly from Field Ascend? ▼
Yes. Email invoices individually from the edit view, or bulk email hundreds at once from the invoice list. Emails are sent via an AWS SQS + Lambda queue so the UI never blocks. Full communications history per invoice shows delivery status, send date, recipients, subject and body. The invoice PDF is automatically attached.
Does Field Ascend include credit notes and customer statements? ▼
Yes. Field Ascend includes a full credit note module with its own PDF templates, email delivery, accounting system sync, and recycle bin. Customer statements can be generated as outstanding or date-range activity statements, with professional PDF templates and direct email delivery — all using the same queue-based email system as invoices.
Can I automatically invoice PPM maintenance contracts? ▼
Yes. The PPM Invoice Queue shows all maintenance contracts with invoices due. It supports all billing frequencies (monthly, quarterly, annually etc) and timing modes. Generate contract invoices individually or in bulk, then email or post to your accounting system in one click. Perfect for maintenance businesses with recurring monthly billing.
Can I create staged or partial invoices? ▼
Yes. Field Ascend supports partial invoicing — you can bill any percentage of a job's total value. This is useful for staged payments on larger projects, such as a deposit upfront, a progress payment, and a final invoice on completion.
Can I lock an invoice price to an accepted quote? ▼
Yes. When creating an invoice from a job that has an accepted quote, you can lock the invoice total to the quoted price. This ensures the customer is billed exactly what was agreed, regardless of any changes to labour times or materials recorded during the job.
Does Field Ascend support custom invoice numbering? ▼
Yes. Each tenant can set a custom invoice prefix (e.g. INV-, FA-) and sequential numbering starting from any number. Credit notes have a separate prefix and sequence. All numbering is per-tenant for complete isolation.
Can I include PO numbers and customer references on invoices? ▼
Yes. Every invoice has dedicated fields for the customer's purchase order number and their own reference. These appear on the PDF and are passed through to accounting integrations when posting.
Can I send bulk statements to multiple customers at once? ▼
Statements can be generated and emailed individually per customer. You can produce outstanding or date-range activity statements and email them directly. Bulk generation across multiple customers in a single action is not currently available.
What happens if an invoice has already been posted to my accounting system? ▼
Field Ascend tracks the posted status of every invoice per integration. Already-posted invoices are automatically skipped during bulk posting. You can un-post if needed, but a clear warning reminds you to also void the matching entry in your accounting system.
