If you've done a lot of work for a Customer Organization in a given month, you may only want to send them one Invoice. Syncro can help make this billing scenario easy by adding multiple Ticket charges for you.

Note: Currently an Invoice will only link back to a Ticket if it was created from a single ticket. invoices do not link back to multiple Tickets.

The Invoice you use can be created manually or can be an automated, Recurring Invoice that pulls in all unbilled Ticket Charges. This document describes both methods.

When You Create the Invoice Manually

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

1. Navigate to the Customer Organization you want to invoice. The Tickets section shows work you've done, which you may not have invoiced them for yet: 
   
2. Scroll to the Invoices section and click New. In the Line Items section, you'll see all charges on Tickets you have not already invoiced under “Pending Ticket Charges:” 
   
3. You can either click the Add to Invoice button next to individual charges, or click Add All. The charge(s) you select are added to the Invoice. Ticket number(s) are reflected in the description of each line item to help differentiate them from one another: 
   

Using Recurring Invoices

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

When you create your Recurring Invoice, be sure to check the “Add Any Pending Ticket Charges” box in the Invoices section: 

 

You may also want to click the Ticket Status dropdown and select only certain statuses.

Checking this box and saving the Recurring Invoice causes the Invoice to collect all Pending Ticket Charges for that Organization and apply it to the Invoice every time Syncro generates it. For example, if you set the Recurring Invoice to Monthly, Syncro automatically generates a monthly Invoice of all Pending Ticket Charges for that Organization.

Note: These steps will not automatically charge the Organization unless you also have a payment processor enabled on your account and the Organization has a stored payment profile you've set to auto bill.