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Invoice several jobs together

If a customer has had several jobs done, you can put them all on one invoice from the customer's profile.

  1. Open the customer and go to the Quotes / Invoices tab.
  2. Click Create quote / invoice.
  3. Click Link jobs to open a list of that customer's jobs. Search by job reference or title, tick the jobs you want, then click Link jobs to confirm. To change the selection later, click Change jobs.
  4. Add your line items and check the totals, the same way as for a single job. To pull in the tasks from every linked job at once, click Copy tasks.
  5. Click Save invoice.

Link jobs to an invoice

The linked job references appear on the PDF, and the invoice shows up in the Quote / Invoice tab of each linked job.

info

You can link up to 50 jobs to a single invoice. All of them must belong to the same customer.

tip

You don't have to link a job at all. You can create a quote or invoice from the customer's profile without one, for example to sell parts on their own.