For some of my customers, I only want to send one invoice per month even though I’m doing billable work for them throughout the month. I keep a running invoice for them during the month and just send it to them on the first day of the following month.
I would like to add labor charges resulting from tickets to my running invoice. I see how to create a new invoice from within each ticket, but I’d like to be able to just add them to an existing invoice. Is this possible?
Welcome to the forums Andrew!
A Recurring Invoice can handle this easily. Check out this KB article: https://help.syncromsp.com/hc/en-us/articles/115002530053-Subscription-Management-and-Recurring-Invoices#settings
This is the summary of the applicable section:
Add any pending Ticket charges: This will scrape up any pending charges on a ticket and collect them on a single invoice for you. By default, all ticket statuses will be included in the pending ticket charges or you can set which ticket statuses pending ticket charges will be added from.
Thank you very much, Jeremy. That’s exactly what I was looking for.