Steps for grouping jobs into one invoice:
Go to the "Customers" tab and click on the customer's profile page
Click ADD at the bottom of the page and "Payment"
Start by selecting the "Jobs" you want included in this payment
A list of jobs (with a remaining balance) for just this business will come up for selection
You can select only jobs that are completed
You can select only jobs from a certain date range based on the "Start" time provided
Select all jobs you'd like included on this invoice
Scroll down to "Payment" and you'll see a grand total of all these jobs
keep scrolling down to see each job's details listed out
You can attach "Inspection photos" if they are listed along with the job
You can attach "Documents"
Go to the "Payment Method" section
for businesses that pay online (credit card) you can:
click on UrPay, Stripe or Square
click "Send Payable Invoice"
once payment goes through all the jobs would be marked as paid
It's very common for businesses to pay with a check
group your jobs just like above and then you can choose "Check" as the payment method and mark as "Pending" to keep track of it
on the the next screen, click "Invoice" and "Send PDF" (or Download/Print) to the customer (up to 5 emails at one time...Sales, Accounts Receivable, GM, etc)
this "Pending" payment will be in the "Payments" tab across the top in the customer's profile page
once you receive the check you can go to the payment request and click "Mark as Paid"
you will be prompted to enter a check #
it not only shows payment in full but it marks each individual job as paid
you can click the "Receipt" button on the payment to send a receipt out to the customer
