Multiple Sales Orders to One Invoice Help Sheet

Sales invoices shipped during a given time period can be included on one invoice which can be printed once a month. Sales Orders will only be grouped to one invoice if the goods have shipped.

In order for Orders to correctly consolidate the following rule also needs to be followed:

The Invoice Contact and Address need to be the same on all orders to be consolidated.

This is the invoice details on the order as shown below:

 

STEP 1

Enter the Customer Database. Select the Customer and click 'Change'. Authority rights are needed to access the 'Financial' tab. Left click on the financial tab.

Uncheck 'One order one invoice' box, then click the checkmark at the bottom.

 
STEP 2

When an order is placed and an invoice created, the order details will be added to an open invoice. Once the invoice has been printed, the system will start a new invoice when the next order ships.