I have a lawn care business. One customer is AA Realty Co and they have multiple addresses for our service. I want all address under the AA Realty Co and want to be able to choose the addresses to invoice for multiple addresses on a single invoice. Is this possible? example:
Bill to: AA Realty Co. for the following addresses:
3456 SW Street
8383 Pine Ave etc.....
I'd rather not have to add each address as an individual customer, since they are not. Also, the addresses will change and some will be eliminated as the properties are sold. Any help would be GREATLY appreciated!!!
The Customer name is the Property Management Firm. Then you use Add Job. This is like Subcustomer.
For this: "I want all address under the AA Realty Co and want to be able to choose the addresses to invoice for multiple addresses on a single invoice. Is this possible?"
No, it's not One Invoice. You can use Statement to show their combined charges, but it is Per Customer:Job where you Track, where did the work, and what you Charge for. You might not even need to "send" invoices or even Use them. As long as you don't have sales tax considerations, you can use the Add Time & Costs function at the top of Create Statement Charges, then print and sent Customer statement, after selecting charges per job level. Or, make job level invoices, do not print. Make Statement for the Customer and select the option on the right side to List Invoice Details on the Statement. The Job Names show, sort of like paragraphs.