Grouped invoice

Would you like to combine multiple invoices into one invoice for a customer? That is possible with the feature Collective Invoice. In this article this feature is explained for users.

Below also the 'rules' are explained for grouping invoices.

How to combine multiple invoices

Choose 'Finance Company' in the menu on the left. Than click on 'Invoice history'.

Choose your filters as you like and click on 'Go!'.

From the list you get, you can select the invoices which you would like to combine to one invoice. This is done by using the checkboxes on the righthandside.

After selecting the invoices, scroll down to the bottom of the page. There you can find the button: 'Group these invoices into one'. Click on this button.

Now all selected invoices are grouped into one invoice. This new invoice will be opened at your screen so that you can edit the invoice if you want. After saving the invoice can be found in the table as well.

Now you can continue doing what always do with your invoice!

Rules for combining multiple invoices

The following rules are applied for grouping invoices into one invoice:

• All invoices selected should be from the same customer
• All invoices selected should not be finalized yet
• All invoices selected are grouped into one invoice which is linked to the main location of this customer
• The main location of the customer should have enough (invoice) information to create the new invoice
• All invoice lines from the original invoices are listed on the new grouped invoice. You can edit them if you like.