What is a Field statement?

Each month, Field generates a statement for each active client. This is the primary billing artifact in your practice — not a formal invoice in the accounting sense, but a structured monthly bundle that tells the whole story of the billing period.

What a statement contains

A Field statement is a single document with four parts:

Cover letter

A brief note from you to the client — a summary of the period, context for the work, or anything worth highlighting. You can edit this before sending.

Work summary

A readable summary of what was done during the billing period — which work items were completed, what was addressed, and how time was spent.

Line items

Itemized charges for the period: the plan amount, any overage, and adjustments. Each line shows what it covers and what it costs.

Amount due + optional payment link

The total for the period. If you've connected Stripe and escalated the statement, a hosted payment link is included. Otherwise, payment happens however you and the client have agreed outside of Field.

Statements are not invoices

Field is not accounting software and doesn't try to be. A statement is a workflow tool — it captures what happened, what it cost, and communicates that to the client. Formal invoices for your books go in your accounting software: QuickBooks, FreshBooks, Wave, Xero, or whatever you use. Field statements give you the information to create those entries; they don't replace them.

Statements are reproducible

When a statement is sent, Field captures the rendered PDF as a snapshot. If you regenerate the statement later — after changing rates, updating your practice name, or adjusting line items — the snapshot still reflects what was sent. The original document is preserved exactly as the client received it.

When to escalate to Stripe

Most statements can be delivered and settled without Stripe. Escalation makes sense when:

• A client is a slow payer and you want Stripe's automatic payment reminders
• A client needs a hosted payment page to pay by card
• You want a card on file for automatic charging

Escalation creates a Stripe invoice attached to the statement — the statement remains the canonical Field record. See the Stripe integration guide for how to connect your account and when escalation runs.