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Attach Appointments to Invoices

Learn how to attach a customer’s job to an invoice in 15 seconds with OrbisX CRM for detailers. There are two ways to do it and this method shows how to do it straight from the invoice itself where you choose the customer then you click additional options and search to popup a list of all the customer’s recent jobs sorted with most recent at the top. The other way to do it is from the calendar event you can just click Invoice and it will prefill this info for you, saving you time.

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