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"
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
Select PO lines until you match.
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
8
Invoice total is shown here
Add to the invoice.
9
Click on "Add To Invoice"
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
12
Type "Ctrl + C"
13
Double-click on "T" to add a text box
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"
18
Click on "Recipients : Recipient Name"
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Type "Mark + Enter"
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Click on "Route"
21
Type "Enter"