When you have multiple jobs under one customer, you may want to send them one bulk invoice instead of individual invoices per job. This is possible by choosing the Bulk Job Invoicing option in Ascora.
1. Go to Jobs and search for the customer name and select the jobs you want to bulk invoice by clicking the corresponding boxes on the left side of the job details.
2. Click on Bulk Actions and select Bulk Job Invoicing.
3. You will see the following prompt and click Confirm. You also have the option to tick or untick the box to "Close jobs after invoice."
4. There are a couple of settings that you can enable in Administration → Jobs that affect bulk job invoicing. If you wish to enable these settings, tick the boxes otherwise, leave them un-ticked. Once done with the changes, click Save.
- Close Jobs when they are bulk invoiced - enable this setting if you want jobs to be automatically closed once bulk invoiced.
- Bulk invoices to be created from Supplies and Labour on the Job - enable this setting if you want the bulk invoices to be created from job supplies and labour.
Note: When Jobs are bulk invoiced, a single Invoice Line is created for each Job. You can define the format of the Job details you would like displayed on the Invoice Line.
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