Tip of the week: Simplify invoicing with the combine tool

Written by | Field Service Software Tips

Send one invoice out for multiple jobs by using the “combine” tool. For customers who have multiple invoices and work orders open in your account, utilize the “combine” tool to simplify invoicing.

  1. Sign into your mHelpDesk account
  2. Navigate to Transactions > Invoices
  3. Click on the “combine” button
  4. Choose an existing customer
  5. Pick the invoices you want to combine into one
  6. Click combine

That’s it! If you accidentally combined an invoice that’s not ready to send yet, you can uncombine the invoices by deleting the combined invoice.

Another tip: Combining an invoice will create a PDF listing each invoice number and its line items. To make your combined invoice look like one single invoice, you can remove the headers of each individual invoice number by following these steps:

  1. Navigate to Settings > Templates > Invoice Template
  2. Click on the HTML view
  3. Right before the </style> tag, paste this code:
    .item_group_heading {display: none;}
  4. Save.

Head to our forum to learn more.

Last modified: November 23, 2016

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