Invoicing multiple service workorders for one client into one PeachTree invoice

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Invoicing multiple service workorders for one client into one PeachTree invoice

If you have a number of service workorders ready for invoicing that are all for the same client, you can have PTI have PeachTree invoice all those into one invoice to the same linked PeachTree client.

 

 

1. PTI lists by the client. In the screenshot below we have service workorders ready to be invoiced for three different clients.

 

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2. You can expand to see what workorders are for each client by select the plus beside each client name <note how the plus image turns to a minus image when you select it to show it is expanded>

 

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3. To invoice all AyaNova service workorders for one client into one PeachTree invoice

 

a. Select the object indicator for the client (the square to the left of the client name)

 

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b. Now either right-click and select Invoice selected items to PeachTree

 

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c. Or with that that client object indicator selected, select the menu Invoices -> Invoice selected items to PeachTree

 

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4. Once all service workorders for a client have been invoiced, the client no longer displays in the list as there are no further workorders for that client to invoice

 

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Do be aware because of the PeachTree invoice space limitations, your descriptive text may cause the invoice to span many pages.