Using Sections
With Sections you can:
1. Put time and materials underneath a section heading
2. Transfer items from the job between sections
3. Hide or show the items in a section on a quote or invoice
4. Adjust the hide / show without reversing the invoice
Use Sections for:
- Room names (kitchen, bathroom etc)
- Floor number / apartment number
- Part of the total job (eg. pre-wire)
- Type of work required – Plumbing / Electrical / Gas Fitting etc
- Day you did the work
- Add in items that were extras above the original job with a new section for ‘additions’ or ‘variations’
- Any other method you want to use to show the invoice in the way that suits your customer and you
- Offer options like 'premium option' to a quote
DID YOU KNOW?
If you create an invoice / quote (and even send to a customer), you can always adjust the way the sections show and re-issue the invoice / quote. For example, if you summarise a section on an invoice that the customer convinces you to show, follow these steps:
- Go to the job’s billable item page
- Click the arrow on the left of the section that you want to show / hide
- Go to the invoice – the change you made on billable will show on the invoice
- Click on PDF and re-send to the customer
The same process applies for the quote except on the Pricing page.