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
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
Add job to add the job without copying inventory items from the job to the quote 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
Copy items to existing job
Use the button under the inventory items to copy items in a job section to the job
Copy to a new document
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.
Remove a job
Click on the 'x' to remove a job from a quote