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Adding Job Number to Plumbing Invoices

Learn how to quickly list and manage purchase orders, match PO lines, and document routes efficiently.

By Rose Gomez

I add Job numbers to all Department 1 invoices. This guide will show you how to add a text box and DocRoute correctly to Mark.

Let's get started

1
Click on "New Invoice"
Step #1: Click on "New Invoice"
2
Click on "3/31/2025"
Step #2: Click on "3/31/2025"

Change the date to April 1st.

3
Type "1 + Enter"

To quickly list purchase orders, press F12. Enter the purchase order and press Tab.

4
Type "lasd123-4b + Tab"
5
Select PO line items
Step #5: Select PO line items

Select PO lines until you match.

6
Note that Selected balance is $0.00 meaning your invoice and PO prices match.
Step #6: Note that Selected balance is $0.00 meaning your invoice and PO prices match.

350.04 here, 350.04 here.

7
Selected PO Price is shown here
Step #7: Selected PO Price is shown here
8
Invoice total is shown here
Step #8: Invoice total is shown here

Add to the invoice.

9
Click on "Add To Invoice"
Step #9: Click on "Add To Invoice"
10
Click on "Yes" - When a job status is 5, this message shows up for each line item.
Step #10: Click on "Yes" - When a job status is 5, this message shows up for each line item.

I make a note of the Job number on all Plumbing Invoices for Mark

I copy the job number, add my text box, and paste.

11
Copy job # in box
Step #11: Copy job # in box
12
Type "Ctrl + C"
13
Double-click on "T" to add a text box
Step #13: Double-click on "T" to add a text box
14
Click and drag to create a box, paste job #
Step #14: Click and drag to create a box, paste job #
15
Type "Ctrl + V"
16
Type "Enter"

Then, I document the route and add a mark.

17
Click on "DocRoute"
Step #17: Click on "DocRoute"
18
Click on "Recipients : Recipient Name"
Step #18: Click on "Recipients : Recipient Name"
19
Type "Mark + Enter"
20
Click on "Route"
Step #20: Click on "Route"
21
Type "Enter"