Merged Work Orders

# Merged Work Orders ## What is it? A merged Work Order combines several individual Work Orders into one new summary document. This is most useful for invoicing — instead of sending a customer ten separate invoices for ten small visits, you merge them into one and invoice the merged order. The original Work Orders remain in the system after the merge and can be archived. ## What can it do? - Combine multiple Work Orders into a single summary document. - Simplify invoicing by grouping several jobs into one bill. - Archive the original Work Orders automatically during the merge. - Mark merged orders as aggregate orders so they appear on their own tab in the Work Orders list. - Set the status of the new merged Work Order during the merge process. ## How to use it **Merge Work Orders from the Scheduling Board:** 1. Open the **Scheduling Board**. 2. Click the three dots (top right) and select **Activate Multi-select mode**. 3. Tick the Work Orders you want to merge. 4. Click **Actions** (bottom of the selection column) and select **Generate merged work order**. 5. Choose which information to include in the merged Work Order. 6. Optional: tick **Archive the original work orders** and/or **Status processed** for the originals. 7. Optional: tick **Mark as aggregate order** so the merged order has its own tab in the Work Orders list. 8. Set the status for the new merged Work Order. 9. Click **Merge**. **Merge Work Orders from the Work Orders list:** 1. Go to **Work Orders**. 2. Tick the Work Orders you want to merge. 3. Click **Generate merged work order** at the bottom of the screen. 4. Follow steps 5–9 above. ## Things to watch out for - Some accounting integrations handle merged Work Orders differently. If you use Gilde/Handsoft, BouwSoft, or Install Office, check that integration's guide before merging. ## See Also - [Create an Invoice](../invoicing/create-an-invoice.md) - [Archive Work Orders](archive-work-orders.md)