Can the Job Specific Fields be displayed on an Invoice?

Can the Job Description and Custom fields be displayed on an Invoice?

Yes, you can, however, they can only be displayed as line items. They won't have their own corresponding sections like other invoice related content. The following fields can all be displayed: Job NoReference, Entered on DateSiteJob AddressJob Description, & Custom Fields 1-4.

Below is an example of how the Job Address and Job Description would be shown on the invoice.

Job_BR_1.png

To achieve this, you'll need to use the Billing Run function. We'll explain how to use it for the purpose of adding these fields to your invoice. If you'd like to view more information on how to utilise the Billing Run feature for bulk invoicing, please see here.

 

Using the Billing Run function to add job-related info to invoices

Under the main Invoices menu, click on the "New Billing Run" button. Select the job or jobs you wish to invoice.

Job_Billing_Run_1.jpg

Use the filters on the next screen to filter the jobs you wish to invoice. In the example provided below, jobs were filtered by the customer name. Once the list is filtered, place a tick in the check-box next to each job you wish to invoice for, then select "Next".

Job_Billing_Run_2.jpg

On the next screen, place a tick in the check-boxes relating to the job information you wish to add to the invoice(s), then select "Next".

Job_Billing_Run_3.jpg

Tradify will now create the relevant invoices.

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