Segments are ideal for a job that requires multiple visits to complete the job or to take deposits or multiple payments. Here are few examples of how Multi-Segment Jobs can be used:
- An HVAC specialist who makes a service call, has to order additional parts, and return at a later date to install equipment but needs to charge for parts at the time of purchase.
- A plumber with a job that spans multiple days and visits and requires different technicians each time.
To create a new segment, go to the job details page. Click the wrench icon in the top right of the screen.
A drop down menu will appear. Select 'add segment.'
A window will appear tilted create new segment. Click 'create' in the bottom right. This will create a blank form to be filled out with the new invoice information, schedule and notes. Segment #1 will have all the information you've already entered into those fields. Segment #2 will be blank, ready for you to enter the information for the next portion of the job.
You can toggle between each segment by selecting each one at the top left corner of the screen. Repeat this process to create as many segments as needed. The job will have one invoice number, with sub-numbers (ex. Invoice #6-2) assigned to each segment.
You can bill each segment separately or all together, by clicking the PDF icon, add segment and then selecting the segments you want included on the invoice.
If you take a deposit or multiple payments, you will need to subtract the amount billed in the previous segment in order for the invoice to calculate the total amount to be billed correctly. To enter a negative line item, type in the dollar amount and then press - to make it a negative.
Then when you send the invoice to the customer, it will display the deposit and bill for the remainder of the bill: