Managing a job's services and packages

Use Order on a job to change what the client has ordered and its price. Invoices decide which items are billed together and who pays for them.

Add a service or package

1. Open the job and find Order.

2. Select Add item, then search for a service or package.

3. Choose the item and review its name, description, quantity, and price. Complete any service choices for a package.

4. Select Save.

Use Custom service or Custom package for a one-off item that is not in your catalog.

Change an existing item

Select the edit button beside the item. Update its description, quantity, rate, or package contents as needed, then select Save. These changes apply to this job; they do not change the services you sell in Ordering.

Items on paid invoices cannot be edited while those payments remain recorded.

Choose which invoice bills the item

The Invoice column shows the invoice for each item. Not invoiced means the item still needs to be added to an invoice.

Open the intended invoice, select More actions → Edit invoice, and use Add item to include a waiting item. To move an item already billed elsewhere, open its current invoice and use Move items.

Discounts and tax belong to each invoice. Open the invoice to change them or to split part of the bill with another payer. See Managing client invoices.

Assign the work

Use the job's tasks for editing, delivery, and follow-up. Workflows can create repeat tasks automatically.