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Overview of Master Invoicing

Connor
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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. 

master_invoicing_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

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. 

Filtering

To filter the master invoices:

  1. Configure your filter panel options on the right-hand side.

    master_invoicing_filter.png
  2. Then click Search.

The table will be populated with invoices based on your filter criteria. 

master_invoicing_populated.png

Create a master invoice

To create a master invoice:

  1. Select an invoice.

    Note: Multiple invoices can be selected using Ctrl or Shift.

    master_invoicing_invoice_selected.png
  2. Then click Invoice selected.

    master_invoicing_invoice_selected_button.png

A background task will then start for your master invoice.

master_invoicing_background_downloads.png

Note: You can also use Invoice All to create a master invoice that includes every invoice displayed. 

master_invoicing_invoice_all_button.png

Download a master invoice

To download a master invoice:

  1. Click on the (PDF) icon to open your background tasks.

    master_invoicing_pdf_icon.png
  2. Then click the (Download) icon or Download All. 

    master_invoicing_background_tasks.png

This will then download a .zip file containing your master invoice.

master_invoicing_exported_file.png

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.

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