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Merging Customer Quotes or Work Orders
Merging Customer Quotes or Work Orders

How to merge multiple quotes or work orders

Angela avatar
Written by Angela
Updated over a week ago

If you have several quotes or work orders for the same customer and want to merge them into one quote or work order, you can do so from a customer's page. Doing this will move all quote or work order line items and attachments into one quote/work order; the other quotes/work orders will then be deleted.

NOTE: You can also merge multiple unpaid invoices into one invoice. See our article about merging invoices to learn more.

1. Open the Customer page related to the quotes or work orders you want to merge.
2. Scroll to the Invoices section, and then the Quotes or Work Orders section.
3. Check the box next to each quote or work order you want to merge, and then click Merge Selected Quotes or Merge Selected Work Orders.

NOTE: This button won't appear until you've selected at least two quotes or work orders.

4. A confirmation popup appears, explaining how these quotes/work orders will be merged into one. Click OK to continue.

A message appears at the top of this customer's page, confirming that the quotes or work orders were successfully merged.

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