Copying Job Details to Invoices
This article will show you how to allow job details to copy across when creating an invoice. You will also be able to choose which information is included when creating an invoice from a job.
First, go to Settings > Settings. Click on ‘Modules’ and select ’Job Sheets’. Scroll down until you see ‘Invoice Creation’.
On the right side, tick the ‘Copy Job Details as Invoice Item’ box and choose whether you want the job details to be the first invoice item or the last
You can then choose what you want to be copied across from the job onto the invoice. To do this, click on ‘Edit Item Template’.
In this box, you can write text and choose what information you want to copy across from the job to the invoice. To do this, click on ‘Tag Lookup’. Choose as many tags as you want and click ‘Ok’ to add them to the text box.
Now when you create an invoice from a job, this is the information that will copy across.