This month in Tips & Tricks we show you how to:

i. Invoice multiple jobs at once,

ii. Set up your client side simPRO login, and

iii. Decide on who gets a Christmas Hamper this year.

Invoice multiple jobs at once

Do you do heaps of smaller jobs that could be invoiced without manual intervention or checking every single one?  What about using recurring jobs or jobs from the maintenance planner that you know are already at the correct rate?  You ask “Why oh why do I need to go into each one to send the invoice?”

Answer, you don’t.

A really neat little feature that not many people know about is the ability to invoice any number of jobs with a single click.  Simply head over to the completed jobs list, then tick off the jobs you would like to raise an invoice for down the left hand side (if you would like all of them just tick the box at the top) then go to the bottom of the list in your completed job options and click the invoice button.  Now obviously doing it this way won’t give you the opportunity to drill into each one to check them off but if you know you don’t need to then this is an easy peasy way to get it done.

Now let’s say you have just created 100 invoices, rather than going to each of them to print them off, why not just print them all off at once?  Head on over to Report > Sales > Invoices, filter by invoices created today then select the format you would like the invoices printed (or emailed) in and click print to drop them onto your printer, or email to send them out to everyone’s inbox.

Job done.  Now where’s that coffee?

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