Copy Bill Items to Costs in Tradify Web

Topic

You can copy all line items from a job's bill to that job's costs. See steps for this below.

Note: To copy bill items to costs automatically,
1. It needs to be attached to a job
2. It needs to be a draft / not approved yet.
To copy over bill items to the job manually after the bill is approved, see here: Copy Materials from a Bill to a Job

Copy a New Bills Costs to Your Job on Web

1. Head to the Jobs page from the left hand navigation bar.
2. Search and select the job with the bill you want to copy to or create a new job to use.
3. Select the Bills Tab.
4. Click New Bill to create a new bill.
5. Complete the new bill's details, and click Approve.
6. (If applicable) Click Yes on the pop-up to assure the bill approval.

7. You can customise your copy's details on the pop-up, then click Copy Bill to make the copy.

   Note: The pop-up applies only to Miscellaneous items. For Price List items, Unit Cost comes from the bill, while Unit Sell Price comes from the job’s Price List pricing level: either the saved sell price or the buy price plus markup. A one-time supplier price does not change the sell price. To bill the billed price, edit Unit Sell Price on the cost line or update the item under Settings > Price List before copying. See Understanding Pricing Levels on Tradify.

Note: The Unit Cost copied to the job is always the bill’s tax-exclusive amount, even if the bill includes tax. Job costs and profit compare pre-tax costs with pre-tax charges because supplier-bill tax is usually reclaimed and isn’t a business cost. If you can’t reclaim the tax, enter the bill line at its full price with the tax rate set to No Tax, or edit the copied Unit Cost.

Bill Items to Costs: Color Codes

On your bill, each of your listed line items will have a colour dot:

On the bills tab, each of your listed bills will have a colour dot:

Additional Information

For more info on Bills, see here: Use SmartRead to Create Bills on Tradify Web