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Consolidating Visit invoices

If you require only one invoice per job, pro-Forms allows you to group costs for multiple visits.  

When viewing a job, click on the 'Job Costing' tab:

If a job has multiple visits, a new button labelled 'Consolidate Visit Costs' will appear.  Clicking this will show a dialog window containing the costs for each visit:

All items are selected by default and can be deselected as needed.  Click the 'Submit' button to consolidate the items against the job.

Click 'Raise Invoice' to raise a draft invoice.