Customer Jobs are used to group multiple invoices and credit notes to the same customer. Use of the Customer Jobs feature is optional. The feature is useful when you have multiple jobs for the same customer, and would like to view all the invoices and credit notes related to a single job.
To use customer jobs, you must create them using the New Job window. The editable fields are:→ → menu item. You will see the
Job Info - Job Number (optional) - enter the number for this job. If left blank, a number will be chosen for you. See Section 10.3.4, “Counters Book Options Tab” for more info.
Job Info - Job Name - the name you want to assign to the new job.
Owner Info - Customer - the customer for
whom the job is created. If you remember the company name
you entered in the New Customer window for this customer,
start to type it in this field and
GnuCash will try auto complete
it for you. Else, press the button to access the Find
Customer window described in Section 7.3.2, “Find and Edit”. Highlight the customer
you are looking for with a click in the search results, then press the
Owner Info - Billing ID - the customer’s reference to this job (e.g. their PO Number). This is the "Billing Identification" that they require to correlated your invoices with their order. The Billing ID you enter is used to set the billing id for new invoices associated with this job.
Job Active - toggles this job being active or not. This is useful when you have many inactive jobs, since it is easier to search only among jobs that are marked active.
To edit an existing customer job, use the View/Edit Job button.→ → menu item. Select the desired job in the search results, and click the
To select from the invoices and credit notes associated with a given job, use View Invoices button. A window listing invoices and credit notes associated with this job appears. Select an invoice or credit note and click the View Invoice button to open an invoice editor in the main application window.→ → menu item. Select the desired job in the search results and click the