If you've done a lot of work for a customer in a given month, you may only want to send a single invoice. Syncro allows you to easily and quickly add multiple ticket charges to a single invoice to make billing easy.

You can do that by either creating an invoice manually or by creating an automated recurring invoice that pulls in all unbilled charges. This document describes both methods.

Note: Currently an invoice will only link back to a ticket if it was created from a single ticket. It does not link back to multiple tickets.

Create the Invoice Manually

To add multiple tickets to an Invoice manually, follow these steps:

1. Navigate to the Customer you want to invoice. The Tickets section displays what you've worked on for them that may not have been invoiced yet: 
   
2. Scroll to the INVOICES section and click New. In the LINE ITEMS section, Syncro lists all charges on tickets you have not invoiced in under “Pending Ticket Charges:” 
   
3. You can either click the Add to Invoice button next to individual charges, or click Add all. Syncro refreshes the screen and adds the charge(s) to the invoice. Ticket number(s) are reflected in the description of the line item to help differentiate the line items on the invoice: 
   

Automatic Pending Ticket Charges Collection

You can also set up a Recurring Invoice to automatically collect any Pending Ticket Charges for a Customer and generate an Invoice for them. This is ideal when you generate several tickets for a customer throughout the month but only want to invoice them monthly.

1. Navigate to Invoices.
2. In the upper right, click Invoice Modules > Recurring Invoices.
3. Click New Schedule.
4. Select the desired customer and click Proceed.
5. Fill in the desired fields.
6. In the lower right, check the “Add Any Pending Ticket Charges” box: 
   
    
   Tip: You may want to click the Ticket Status dropdown and select only certain statuses.
7. Make any other selections and click Create Schedule.

Checking this box and saving the Recurring Invoice causes the Invoice to collect all Pending Ticket Charges for that customer and apply it to the Invoice every time Syncro generates it. 

E.g., If you set the Recurring Invoice to Monthly, Syncro automatically generates a monthly Invoice of all Pending Ticket Charges for that customer.