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.