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The easiest way to handle this is to create two  different Job Templates which you can do in Advanced → Job Templates.

  • The first template is for the various visits.
  • The second is set to Invoice and Close the Job and would be for the monthly billing.

Note: This is recommended if the monthly rate is a flat amount.


(info) Alternatively if you bill your customer per visit, you can use the Bulk Invoicing from the Job list which then converts multiple jobs into a single visit. 



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