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Batch Actions - Invoice Multiple Work Orders
Batch Actions - Invoice Multiple Work Orders

How to invoice multiple work orders.

Updated over a week ago

With the Batch Actions dropdown, you can do apply an action to work orders selected via the checkbox column:

  • Route Selected: Create an optimized route for the selected work orders.

  • Update Selected: Update the selected work orders.

  • Invoice Selected: Invoice the selected work orders (this article).

Once work orders are complete, you can convert them into invoices for your customer in the Work Orders app. 

Invoice Multiple Work Orders

To invoice multiple work orders, check each of them in the Work Order List

Click the arrow [] to show the dropdown menu for the Batch Actions button, and click Invoice Selected

A notification will pop up showing how many invoices will be created.

NOTE: Only one invoice will be created for work orders that have the same customer.

In the above image, three work orders have been selected and since they are all separate customers, three invoices are going to be created from them.

Once you select OK, you will be taken to a new screen to select the preferences for the invoice(s).

Invoice Preferences to Create Invoices

  • AR Account: Select the AR account you want for the invoices.

  • Invoice Date: This will be the date for all created invoices.

  • Wait before syncing to QuickBooks - If checked, the invoices will not be sent to QuickBooks and remain within Method.

Once Create Invoice is clicked, a notification pops up telling you how many invoices were created and you will be taken to the Invoice app where you can see all your invoices, including the ones just created.

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