Multi work order invoicing


#1

Every time I try to --invoice selected items— into—multiple WO to single invoice, I end up getting single invoices for all the items I selected.
I have a client open with 60 or so WO’s ready to invoice. I just select the WO’s for March even though I have April and May WO’s in there ready to be invoiced. I want to be able to highlight (select) the WO’s by the date and send to a single invoice. Not the entire client WO’s.

Is this possible. They highlight correctly and the ones I highlight are gone out of the’ ready to be invoiced selection’. And i have 30 new invoice in QB.


#2

Hi

1) Every time I try to --invoice selected items— into—multiple WO to single invoice, I end up getting single invoices for all the items I selected.

Please confirm exactly what you are selecting in QBI as per the screenshots and details of http://www.ayanova.com/qbi7webHelp/invoicing_multiple_service_wor.htm

First - make sure that all ready-to-be-invoiced workorders listed have a green checkmark, including a green checkmark next to the clients name just like the screenshots in http://www.ayanova.com/qbi7webHelp/invoicing_multiple_service_wor.htm

Second - now make sure that you have selected the object indicator for the client as per step #3 first screenshot.
If you have not selected the client so that all of its ready-to-be-invoiced workorders can be invoiced in one workorder , than yes, you will end up invoicing each individually.

And than only after you have selected the object indicator for the client (not the workorders) do you select the menu Invoices -> Invoice selected items to QuickBooks… -> Multiple workorders per invoice

In your AyaNova, confirm that these workorders now say the same invoice number
And in your QuickBooks, confirm that the invoice number identified in the workorders has all of the workorders that were showing invoiced.

Do double-check against the steps outlined in the QBI online Help and let me know step by step. Screenshots help too.

2)I have a client open with 60 or so WO’s ready to invoice. I just select the WO’s for March even though I have April and May WO’s in there ready to be invoiced. I want to be able to highlight (select) the WO’s by the date and send to a single invoice. Not the entire client WO’s. Is this possible?

No. There are two options with QBI for invoicing

[u]A.[/u] Invoice a single workorder to a single QB invoice as per http://www.ayanova.com/qbi7webHelp/invoicing_ayanova_service_work.htm
[u]B.[/u] Invoice all ready-to-be-invoiced workorders for a single client into a single QuickBooks invoice as per http://www.ayanova.com/qbi7webHelp/invoicing_multiple_service_wor.htm

It is not possible to select certain ready-to-be-invoiced workorders - its either each ready-to-be-invoiced workorders invoiced individually OR all invoiced into one invoice.

If you would like to invoice all ready-to-be-invoiced workorders for March into one invoice only, but not any other ready-to-be-invoiced workorders, a suggestion would be to go back and edit the April and May workorders so that they do not show in QBI as ready-to-be-invoiced (i.e. edit so that one of the four requirements for a workorder to show as ready-to-be-invoiced is not set as per http://www.ayanova.com/qbi7webHelp/no_service_workorders_ready_fo.htm Workorder Status, Service Completed, Invoice: field,

But because it is so easy and quick to invoice using QBI, I do encourage you to invoice more often so you don’t have to do this, in addition to no delay getting paid by your clients as well as not such a delay that if there are any disrepances or questions from your customers, the work was done fairly recently.

Let me know you reviewed the online QBI Help link for invoicing multiple workorders into one invoice, and rechecked your steps and that now works for you.

  • Joyce

#3

Hi again

Do let me know your specific steps for invoicing multiple workorders into a single invoice for a client and the result, as per above so I can help confirm your steps.

And did you try my suggestion for invoicing

Here are the steps again:

  1. First - make sure that all ready-to-be-invoiced workorders listed have a green checkmark, including a green checkmark next to the clients name just like the screenshots in http://www.ayanova.com/qbi7webHelp/invoicing_multiple_service_wor.htm

  2. Second - now make sure that you have selected the object indicator for the client as per step #3 first screenshot.
    If you have not selected the client so that all of its ready-to-be-invoiced workorders can be invoiced in one workorder , than yes, you will end up invoicing each individually.

  3. And than only after you have selected the object indicator for the client (not the workorders) select the menu Invoices -> Invoice selected items to QuickBooks… -> Multiple workorders per invoice

  4. Confirm that these workorders now all show the same invoice # in the Invoice #: field, and than in the QuickBooks invoice all the workorders billable items show.
    FYI: it may also be helpful to include the brief default Descriptive Text as per http://www.ayanova.com/qbi7webHelp/editing_descriptive_text.htm so that each workorder number is identified in the QB invoice too.

And too, did you try my suggestion for billing out only all March workorders, than all April workorders. And then from now on as it is so easy to quickly bill out do so for all May invoices such as the first week of April so that you do not get behind, so that you get paid more quickly, and also so that if any discrepancies they come to light right away instead of months down the road.

Let me know how you do.

  • Joyce

#4

Why don’t you try checking some quickbooks technical support which can help you with the whole process of invoicing and thus will conveniently save your time and effort.