How to Add Multiple Orders to an Invoice

General
The process of invoicing customers involves adding existing orders to an invoice. There are two primary ways orders may be added to an invoice.
Method 1: Adding orders to an invoice via the Tracking view:
  1. Open OnTime Management Suite.
  2. Click Tracking.
  3. Select multiple orders by highlighting the orders, ensuring all selected orders share the same customer. Hint: Speed up multiple order selected by using the keyboard shortcut Ctrl + A to select all orders or hold Ctrl while clicking individual orders with the mouse.
  4. Right-click on the highlighted orders and click Add to Invoice.
Method 2: Adding orders to an invoice via the Billing tab:
  1. Open OnTime Management Suite.
  2. Click Billing.
  3. Change the view to show only the orders that have not been billed by clicking Unbilled Orders.
  4. Select the orders that you would like to invoice by highlighting the orders, ensuring all selected orders share the same customer.
  5. Right-click on the highlighted orders and click Add to Invoice.
Note: If the Add to Invoice option is disabled or not clickable, ensure that the selected orders do not belong to more than one customer. Also, ensure that the orders are in a completed or canceled billable status.
Article ID: 54, , Modified: September 16, 2019 at 1:54 PM

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