Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Richard Holt on July 20, 2009, 05:10:45 pm

Title: George query?
Post by: Richard Holt on July 20, 2009, 05:10:45 pm

Hi Guys,

Trying to get more than on thing on an invoice/estimate on George.

Have an estimate to do and the custy wants it broken down on the estimate, but I can't figure out what I need to do???

I know when you go to print it gives you the option to add or remove items from the document, but how do you get the other items into the that window?

It's got to be something really simple.


Rich :)

Title: Re: George query?
Post by: Jimmy1 on July 20, 2009, 05:25:18 pm

Don't know if I do it correct, but put all items in as seperate jobs the give them all the same invoice address, that way when you generate the estimate/invoice it will give you the option to add and remove items. You will need to go into system  - then -  invoice address - then add your adresss. Then when you go into jobs and add each one seperate tick the box that says - the invoice address is, -  just pick the one you set up, do this with each individual job, that way they will link all together. Hope this makes sense.

Title: Re: George query?
Post by: Richard Holt on July 20, 2009, 06:24:56 pm

Thanks Jimmy. all sorted now ;)