How do I show ticket summaries on a monthly invoice?

With a managed client that we invoice monthly, our manual process (pre-Syncro) was to have a single line item for a ticket, with a summary of the ticket info in that short paragraph or sentence.

Now with Syncro tickets, each reply of mine where there’s any time added, it becomes a new line item on an invoice which turns into a massive multi-page invoice that’s very difficult for us, not to mention the customer, to read.

Is there a way to do it so that each completed ticket is on a single entry in the invoice, perhaps using the initial ticket title:ticket description on the invoice instead of the specific ticket entry?

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Hi Peter! There isn’t a way to group all the charges together on an invoice, or the ticket before you create an invoice.

But, you can stop and start and start the labor under the Labor Log area of the ticket, which will give you one field for labor on the invoice. But, the labor would have to be billed at the same rate.

I’d be happy to put in a feature request that there be some sort of merge function.

Were ok with the lines but need 1st paragraph or line description of the ticket. “Ticket Work”, what ticket? Customer should not have to go to email or portal to figure it out. Some tickets have 25 lines, would have to manually mark 24 as not billable and manually create single charge manually with description. Too much time and trouble so we still use RangerMSP for tickets, charges and billing. Would like to use syncro for this and have 2way sync so accountant CPA does not need Syncro license and training to reconcile. Intuit has a robust desktop sync plug-in client you might want to investigate to improve functionality with invoicing and inventory.

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Some of our invoices have reached 50 to 100 pages! We get constant customer complaints from the size of the invoices. I agree, we need a way for the line items on a per ticket basis to include just the ticket subject and not all the ticket detail of every ticket entry.