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Invoice the job

Build an invoice template that reuses the job's case values and asks only for what is new: the final charge and the completion date. Run it on the case, and the invoice lands beside the invitation and the bid.

Tutorials
Updated 2 min read

The invoice needs the bid's E-Number and address plus a few new facts. The case holds the old ones, so you answer only the new ones.

Fig. 01The invoice reads three values from the case and asks for two at each run.

Build the template

  1. Click + beside Templates, choose Upload document, pick your invoice form, name it "Invoice", and click Upload & add to template. With no form, use Start from scratch and Blank page.
  2. Name the template "Invoice" in its settings.
  3. Rename the Case ID field "E-Number" and, in its Outputs, click Add output and choose Print.
  4. Add a Text field "Address" and a Number field "Bid amount". Set each one's Comes from to The case and pick the case value with the same name.
  5. Add a Number field "Total charge" and a Date field "Completed". Set both to The form and tick Required.
  6. Drag each box onto its line.
  7. Under Output in the template's settings, type "Invoice" as the Output category. Click Back to template, then Save.

A value the app can work out, like a trip fee that depends on the bid amount, is an output that states the rule: Calculations & automatic values.

Fig. 02The template reuses three values from the case, asks for two, and fills the invoice.

Run it on the job

On Pro, open the job's case, open Invoice under Templates, and click Run. Answer the two questions and click Run again.

Fig. 03The invoice lands on the same case as the invitation and the bid, and its two answers join the case's values.

Keep finished jobs apart

Add an "Invoiced" mailbox (+ on the Mailboxes row). Then open Case actions and pick it under Move to mailbox (Mailboxes & saved filters).

The Case actions menu open on a case: Edit case, Compose email, Move to mailbox and the people items
Fig. 04Case actions holds Compose email and Move to mailbox.

Next: Assemble the transmittal.

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