The Master Invoicing screen is where you can search and manage sub-account invoices for a master account.
This is useful for creating a single invoice for billing a customer with multiple sub-accounts linked to their main account.
To access this screen:
- Click on the Job Processor dropdown menu.
Note: To link a sub-account to a master account, go to Corporate Accounts > click to edit an account > click the 'Job Processing' tab, then use the 'Master Account' setting to select a master account for the sub-account.
To filter the master invoices:
- Configure your filter panel options on the right-hand side.
- Then click Search.
The table will be populated with invoices based on your filter criteria.
Create a master invoice
To create a master invoice:
- Select an invoice.
Note: Multiple invoices can be selected using Ctrl or Shift.
- Then click Invoice selected.
A background task will then start for your master invoice.
Note: You can also use Invoice All to create a master invoice that includes every invoice displayed.
Download a master invoice
To download a master invoice:
- Click on the (PDF) icon to open your background tasks.
- Then click the (Download) icon or Download All.
This will then download a .zip file containing your master invoice.
Note: To email an invoice to a customer you'll need to attach the invoice directly to an email, or go to Invoice Retrieve, select your master invoice, and email from there.