Method Community

Good Morning,

Problem: 8 properties, 8 work orders,  for the monthy billing to one invoice

I have a few co's requesting that the monthly billing be on one invoice. They dont want 8 invoices for each property. I need to keep track of each property for revenue tracking.I will be doing this every month.

All i need is a invoice with  line items saying Propety A 100.00 and property B 300.00 ect

1. Print up the 8 invoices and print a statement?

2. Is there a way to combine those 8 invoices to one invoice or a report that cominbes those 8 invoices?

3. or making a report? Not shure how to choose only those months and those invoices in question...

The things that make you go hmmmmm

Thanks, John M

John,

If you want to go the statement route you can create a copy of the simpleinvoice template and use that as a starting point. On the simpleinvoice copy if you remove all the Group Fields (This is one of the properties for the Header) from Group Header 1 and move the customer's name, invoice number, etc... , to the Detail section (Between Detail and Detail Report).  On your invoice screen you would need to create a new button similar to the Print Selected button except using the new template you created. The way this should work is any invoice that you check on the grid would come out on this report (statement).  This is just one suggest there are several ways you can go about doing this.

-Michael

Michael,

Is there a way to take those 8 invoices and combine them all to one invoice?

Thanks, John M

Hi John,

It is possible to create 1 invoice instead of 8 separate invoices for each property by editing the current actions used that create invoices from work orders. One thing to note is that the invoice itself will only reference one of the properties or the main customer account which may affect how you track revenue in QuickBooks.

-Michael

Michael,

I am looking at the last post you made here and I have two questions. 

1. If i do some extra work at one of the 8 properties and i invoice it, will it still post to the main customer?

2. I guess if i go this route, i could come up with a report that would show what property got what funds?

Thanks, John M

 John,

John M:

1. If i do some extra work at one of the 8 properties and i invoice it, will it still post to the main customer?

This is up to you. You can have it work either way. How do you currently invoice these customers?

John M:

2. I guess if i go this route, i could come up with a report that would show what property got what funds?

It is possible to create a report on the work orders themselves and use that to show how much money each property brought in based on what is on the work orders.

-Michael