How to Invoice a Single Service Job From a Batch

How to Invoice a Single Service Job From a Batch

How to Invoice a Single Service Job From a Batch

Sometimes you may need to invoice a single job out of a batch invoice.  To do this;

1. Navigate to the side menu, and select Service Jobs.  

We recommend using the "Get Data" button to ensure you have the latest information.  We also recommend to check the Transaction Queue and resolve any issues.

2. Within the Service Jobs menu, select the jobs you wish to invoice. 

3. Navigate to the Selected tab and press Invoice Now.

Note: If you select more than one service job for the same customer, it will create a single batch invoice with the selected jobs. 

To invoice individually you will need to select the invoice and invoice now option one by one.
An instructional video is provided below for easy reference

    • Related Articles

    • How to Run a Batch Invoice

      How to Run a Batch Invoice Upon completion and approval of a service job, the daily system schedule within Synkd, will import the service job and apply the required Customer Class behaviour. The service job will not be shown within the Transaction ...
    • How to Email a GPS Insight Service Job from Spenda

      How to email a GPS Insight Service Job, from within Spenda Once a job is marked "Completed" in GPS Insight: Navigate to Spenda app home page. Select the "History" option. In the lower-left of the screen, select "Update Sales". (depending on your ...
    • What is Batch Invoicing?

      What is Batch Invoicing? Batch Invoicing is the aggregation of a customer's total invoices, for a specified time period, and generated as one invoice, enabling the customer to make the 1 invoice payment. A common example is a Real Estate company who ...
    • Invoices/Job sheets not emailing to customers in Pooltrackr

      Invoices/Job sheets not emailing to customers in Pooltrackr If your customers are not receiving emails of either Job Reports or Invoices directly from Pooltrackr, please double check the email address is correct. If it is correct, and they are still ...
    • How to generate an Invoice for a Sales Order

      At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...