Can I Detach a Bill from a Job?

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Platform: Web            Plan: Pro | Plus            Staff Permission: Purchases

Can I Detach a Bill from a Job?

Once the bill is assigned to a Job, it cannot be moved.

With that being said, there is a work-around that can be used. Essentially, you'll want to create a copy of the original bill and assign the copy to the correct job. Once the copy has been assigned, you can delete the original bill.

Before doing this, please ensure that you copy the bill from the Purchases Dashboard, not from within the job. Otherwise, Tradify will automatically assign the copy to the same job.


Relevant Steps for the Workaround

Head over to Purchases > find the relevant bill and open it > select the Options tab and then click "Copy Bill".

Once the copy has been created, open it and click the Options tab, followed by "Attach to Job" > then simply choose the appropriate job to attach it to.

Once you've completed this, open up the original bill and select Options > Delete.

Note: If the original bill has been Approved, you'll need to reset it back to a Draft before being able to delete it. To do so, open up the bill, click the Options tab, then select "Reset to Draft".
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