You add, remove or change jobs on a sales document (quote, invoice, report, purchase order (PO) or bill) at any time and there's no limit to the number of jobs on a documents

Open the document

Click on the document to open

Add a job

In the Job & Inventory section, click on the three dots and select and select

  • Add job to add the job without inventory items or

  • Add job with inventory to add a job and copy the item from the job to the quote

This quote is now linked to the job and will show in the Quote tab on the job

Remove a job

Click on the 'x' to remove a job from a quote


Did this answer your question?