Invoicing all ready service workorders

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Invoicing all ready service workorders

If you have a number of service workorders all for different clients ready for invoicing,  you can have QBI have QuickBooks invoice all workorders at one time into respective invoices.

 

 

 

1. In the screenshot below we have service workorders ready to be invoiced for three different clients.

 

readytoinvoice1

 

2. If we expand each of the clients, we can see that two of the clients have multiple service workorders to be billed out

 

readyall1

 

 

3. We can either A. invoice all workorders for all clients, with each client getting one invoice even if multiple workorders OR B. invoice all workorders for all clients, each workorder to its own invoice

 

 

A. invoice all workorders for all clients, with each client getting one invoice even if multiple workorders

 

hold the CTRL key from our keyboard and select the object indicator for each of the three clients

 

readyall2

 

 

Now we select the menu Invoices -> Invoice selected items to QuickBooks...Multiple workorders per invoice

 

readyall3

 

There will be three invoices created in QuickBooks

 

One invoice for client ABC Accounting that is for the workorders #43, 50, 54, 70

One invoice for BGF Accounting that is for the workorder #75

One invoice for Merville General that is for workorder #71 and #110

 

 

 

B. invoice all workorders for all clients, each workorder to its own invoice

 

hold the CTRL key from our keyboard and select the object indicator for each of the three clients

 

readyall2

 

 

Now we select the menu Invoices -> Invoice selected items to QuickBooks...One workorder per invoice

 

readyall4

 

There will be seven invoices created in QuickBooks - one for each workorder listed.