How to Create a Job/Quote/Invoice for an Organization?
The organization module helps manage the company details, and in this module, you can add edit Organization information with ease. You can create a Job / Quote / Invoice for an organization without any hassle.
Now, this article is split into three significant sections:
A. Create a Job for an Organization.
B. Create a Quote for an Organization.
C. Create an Invoice for an Organization.
A. Create a Job for an Organization:
1. Select the “Organizations” module from the left
navigation panel. Next,
please select one of the organizations to create a new job associated with them.
A. Customer Details – In this tab, you can enter the details related to the customers from Organization to Billing and Service Details.
B. Job Details – In this tab, you can enter the specific job details such as Prefix, Job Title, Job Category, Job Priority, Job Type, Parent Job, Job Recurrence, Job Start Time, Job End Time, Due Job Date, Asset, Contract, Job Tags, Parts & Service, and Job Description.
C. Assign Employees – In this tab, you can assign the employees related to the Job based on availability.
D.
Preview & Save – In this tab, you can preview the snapshot of the
details entered and save the details.
B. Create a Quote for an Organization:
5. Select the “New Quote” option under the “More Actions” section for the created Job, select the “New Quote” option.C. Create an Invoice for an Organization.
11. Select the “New
Invoice” option under the “More Actions” section for the created Job,
select the “New Invoice” option.
12. Select
the “Choose Organization” option to select the corresponding
organization details for which invoice for the organization is created.
14. Choose
the “Service Contact Information” option to get the related service and
billing address for which the organization’s invoice is created.
15. Select
the “Choose Line Item” option to select the corresponding product for
which invoice for the organization is created.
By following the above steps, you can create a Job / Quote / Invoice for an organization without hassle.
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