Quote from
Richard on 16 February 2023, 6:41 pm
Hi, yes when you raise an invoice from a job, it is automatically linked back to that job. You can see the link in your invoices screen.
You can also show a link back to the job on the final invoice which you send to your customer. That will depend on the specific job template that you used for the job.
For more information on job template settings, please see additional options in the following support article
https://www.okappy.com/support-article/creating-job-templates/
Finally, and if you don't auto archive your jobs, then you can show the Invoiced column on your job dashboard. This will show a tick next to any jobs which have an invoice raised against them. Clicking on the tick will take you to the invoice.
For more information on showing or hiding columns on your job dashboard, please see https://www.okappy.com/support-article/changing-the-layout-of-your-job-dashboard/
Thanks
Hi, yes when you raise an invoice from a job, it is automatically linked back to that job. You can see the link in your invoices screen.
You can also show a link back to the job on the final invoice which you send to your customer. That will depend on the specific job template that you used for the job.
For more information on job template settings, please see additional options in the following support article
https://www.okappy.com/support-article/creating-job-templates/
Finally, and if you don't auto archive your jobs, then you can show the Invoiced column on your job dashboard. This will show a tick next to any jobs which have an invoice raised against them. Clicking on the tick will take you to the invoice.
For more information on showing or hiding columns on your job dashboard, please see https://www.okappy.com/support-article/changing-the-layout-of-your-job-dashboard/
Thanks
