There may be occasion when a customer requests a single invoice to be created for multiple jobs they have requested. This is a relatively easy process.
1. Click on the Jobs module.
2. Filter for the Customer name (optional), then use the check-boxes to tick all the Jobs to Invoice.
Note: An MIS job cannot be merged with an online eStore order. The jobs must be of the same type, MIS jobs merged with MIS jobs, eStore orders merged with other eStore orders.
3. Click the master check-box drop-down arrow, then select Progress to Invoice.
4. Click Next.
5. Confirm the options of Invoice Contact, Sales Person and type an appropriate Invoice Title.
6. Select either Generate Invoice and keep the job live OR Generate Invoice and Archive the Job.
7. Click Raise and Continue.
You will then be viewing the Jobs screen and the invoices will still be visible with the tick against them.
Although you could refresh the browser window, simply click Invoices, then View All Invoices, to view and open the raised invoice.
Note: Clicking the module Invoice will archive the jobs without the need to refresh the browser.
 | Each Job can be selected for review by Job number. |
 | Clicking the job number will open the job panel, to review the job and invoice details. |
8. Click the Invoice Options drop-down, select Print/Email then All Items.
The preview window will display.
9. If the invoice is to be emailed, click the Email tab, then enter the required details and click Send (a PDF copy of the invoice will be attached).
The status will display Invoiced against all the jobs.
If you have any further questions, please contact Support.