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Converting Job Sheets Into Invoices and Purchase Orders

In Clik Service, you can create purchase orders from your job sheets or link them to invoices for customers once all the work’s been done. This article will show you how to do this.

 

Convert Jobs Into Invoices

Open your job sheet and select the ‘Activity’ tab.

You can create and link other items raised in the system to the individual job sheet here.

Select the ‘Sales Invoices/Credits’ tab and select whether the job sheet should be converted into a new invoice or linked to an existing invoice.

 

Convert Jobs Into Purchase Orders

In your job sheet, go to Activity > Purchase Orders. Then click on New > Blank PO.

Clik Service will then generate a new purchase order.

Clik Service

Clik Service

Invoices & Credits

Converting Invoices
Clik Service

Clik Service

Quotes

Converting Quotes

Job Sheets

  • Job Sheets Overview [Video]
  • Creating New Job Sheets [Video]
  • Filling in Details on Job Sheets [Video]
  • Adding Signatures to Job Sheets
  • Adding Action Lists to Job Sheets
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