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Overview

  • In this article we’ll explain how installation jobs for combos are split and how to invoice these types of jobs.

How PV/HW combo jobs are split

When a quote for a PV and Hot Water combo is set to Complete and Successful, the system will automatically split the Installation job into 2 seperate jobs. The jobs will share the following tabs:

  • Site Analysis
  • Job Documents
  • Invoicing

All other tabs will work independently. This allows the jobs to be scheduled and assigned to seperate installers on seperate dates.

Invoicing a combo job is similar to invoicing a normal job except for the Balance Invoice. When creating a Balance Invoice, you have the option to invoice both jobs together, or each job individually.

How to create a Balance Invoice for both Jobs

  1. Open the job you wish to invoice (it doesn’t matter if it is the PV or HW job).
  2. Click Invoices.
  3. Click New Invoice.
  4. For the Invoice Type select Balance Invoice (Full Payment) and click OK.
  5. The invoice will be created and automatically opened.

How to create a Balance Invoice for an Individual Job

  1. Open the job you wish to invoice (either the PV or the HW job).
  2. Click Invoices.
  3. Click New Invoice.
  4. For the Invoice Type select Balance Invoice (Part Payment) and click OK.
  5. The invoice will be created and automatically opened.
  6. Repeat this process for the other job.

NOTE: Make sure you don’t use both methods on the same combo job as this will lead to an incorrect balance.

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