Fieldmagic provides the option of setting up a job as "Fixed Price" which is often a job created from a Quote. A fixed price job invoice will only inherit the line items of the quote it originated from, and can not have any additional time entries or products added to it.
Step 1: Converting an Opportunity (Quote) to a Fixed Price Job
Select Convert on your Opportunity:
Step 2: Enter in Key Details for the Job
Enter in all the key details for your job.
This includes:
- PO Number (If Required)
- Billing Type (Defaults to Fixed Price)
- Job Type
- Select Winning Quote
Step 3: Select Convert to Job
Once you have completed Step 2 above, select the Convert to Job button:
Step 4: Generate a Job Invoice
Once you have scheduled your job and are ready to invoice, select the Create Invoice button:
Step 5: Invoice is Fixed Price
You will notice that in your invoice the unit price will be greyed out and you won't have the option to add additional line items. This is because the job has been created as "Fixed Price."
