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, the bill needs to be attached to a job, and 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.
   Note: You can also create a new job — See Creating Jobs
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.

Bill Items to Costs: Color Codes

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

• A green dot ⬤ means the item is copied to costs.
• A red dot ⬤ means the item is not copied to costs.

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

• A green dot ⬤ means all items in the Bill have been copied to costs.
• A half-green dot ◑ means some items in the Bill have been copied to costs.
• A red dot ⬤ means no items in the Bill have been copied to costs.