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 → → menu item. You will see the New Job window. The editable fields are:
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 button.
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 → → menu item. Select the desired job in the search results, and click the View/Edit Job button.
To select from the invoices and credit notes associated with a given job, use → → menu item. Select the desired job in the search results and click the 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.