Batch Close and Generate Recurring Jobs

Batch Close and Generate Recurring Jobs

Summary: Finalize many similar jobs at once and auto‑create new daily/periodic orders.

Quick answer

Use **Batch Close** to clone a baseline job’s proof/invoice onto a set of jobs; use **Generate Recurring Jobs** to create pre‑defined customer jobs daily.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Close out one basis job fully (proof + invoice).
    media/batch-close-and-recurring-01.png

    [Insert screenshot for Step 1]

  2. Set a unique **Milestone** on all jobs you want to batch close.
    media/batch-close-and-recurring-02.png

    [Insert screenshot for Step 2]

  3. Open **Batch Close (Process or Court)**, enter the basis job number, choose the **Process** radio, and pick the shared milestone. Right‑click the list and **Proof and Invoice** to clone the first job’s data to the others.
    media/batch-close-and-recurring-03.png

    [Insert screenshot for Step 3]

  4. Open **Generate Recurring Jobs** to create new orders from predefined templates for specific clients each day.
    media/batch-close-and-recurring-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Selected jobs are closed with cloned proofs and invoices; recurring jobs are created as expected.

Troubleshooting

Ensure all jobs share the target milestone before batch closing; verify billing tables for any cloned invoices that don’t total correctly.

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