New Batch Invoice

Use the batch invoice function to create a combined invoice for customers who have multiple service jobs needing invoicing.

• To access the Invoice module, navigate to the main lefthand menu and open the module Invoices.
• To create a new invoice, click + New Invoice button then select Batch Invoice.
• By clicking the Services on Invoice box a drop-down will appear with the option to select a customer with 2 or more completed services. Select the services you would like to create a batch invoice for then click Save. 
• Use the Next Step buttons to make changes to Service Tasks, Materials, Labour, Equipment, Additional Charges and Attachments displayed on the batch invoice. 
• When finalizing you have the ability to change or add any additional details to the batch invoice. When complete click Finalize Invoice. 
• Once finalized you have the ability to send out your invoice directly from Tradetraks.