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

Click on the document to open

This example is showing a quote but it works the same way on Invoices, Reports, Purchase Orders (PO) and bills. In the Job & Inventory section, click on the three dots and select and select

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

Use the button under the inventory items to copy items in a job section to the job

Create a new document from a section, for example if you want to create an Invoice from a section on a quote, click on Copy to a new document than select Invoice. You can also select if you want to copy the jobs to the new document - if you copy the jobs, the new document will be linked to the same jobs as the original document.

Create a Purchase Order from a quote section

Create a new document from a section, for example if you want to create an Invoice from a section on a quote, click on Copy to a new document and select Purchase Order to add the items from this section to a new Purchase Order.

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

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