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How to manage work orders to invoice


1 comment

  • Philip R

    Fortunately, the second-to-last image is not entirely accurate anymore when it says that marking a job 'paid' is a manual process.  As of March, there's an option under Settings > Document Settings > Invoice tab to automatically mark jobs as 'paid' when they have at least one payment and a balance of $0.  As the option indicates, this will not affect existing jobs but once the option is enabled any future jobs can be marked 'paid' automatically once a payment is recorded against it.


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