Consolidate Invoices: Difference between revisions
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===In This Section=== | ===In This Section=== | ||
This section will allow you to consolidate customer invoices. | This section will allow you to consolidate customer invoices. | ||
'''Select | '''Select Customer'''<br /> | ||
This is where you can select the customer you wish to consolidate. | This is where you can select the customer you wish to consolidate. | ||
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'''Consolidate Invoices and Credits Separately'''<br /> | '''Consolidate Invoices and Credits Separately'''<br /> | ||
This is where you can choose to either have statements/files separated or keep them as one.<br /> | This is where you can choose to either have statements/files separated, or keep them as one.<br /> | ||
Tick [[File:Tick.PNG|alt=Tick|link=|Tick]] to have separate statement/file or leave blank [[File:Blank.PNG|alt=Blank|link=|Blank]] if you would rather them as one statement/file. | Tick [[File:Tick.PNG|alt=Tick|link=|Tick]] to have separate statement/file or leave blank [[File:Blank.PNG|alt=Blank|link=|Blank]] if you would rather them as one statement/file. | ||
Select [[File:Show-Outstanding-to-Invoice.png|alt=Show-Outstanding-to-Invoice|link=|Show-Outstanding-to-Invoice]] to generate invoice. | Select [[File:Show-Outstanding-to-Invoice.png|alt=Show-Outstanding-to-Invoice|link=|Show-Outstanding-to-Invoice]] to generate invoice. | ||
Once you click [[File:Show-Outstanding-to-Invoice.png|alt=Show-Outstanding-to-Invoice|link=|Show-Outstanding-to-Invoice]] it will show you a table. | |||
This will list the:<br /> | |||
'''Customer'''<br /> | |||
'''Consolidated Frequency'''<br /> | |||
'''Consolidated Group'''<br /> | |||
'''Deliveries'''<br /> | |||
'''Invoice Value (Ex VAT)'''<br /> | |||
'''Invoice VAT'''<br /> | |||
'''Invoice Value (Inc VAT)'''<br /> | |||
'''Credits'''<br /> | |||
'''Credit Value (Ex VAT)'''<br /> | |||
'''Credit VAT'''<br /> | |||
'''Credit VAT (Inc VAT)'''<br /> | |||
'''Consolidate'''<br /> | |||
Latest revision as of 12:13, 16 March 2026
In This Section
This section will allow you to consolidate customer invoices.
Select Customer
This is where you can select the customer you wish to consolidate.
Filter By Consolidation Frequency
This is where you can choose whether you would like this daily, weekly or monthly.
Generate Up To Date
This is where you can enter the date you would like to generate up to, using the date format yyyy-mm-dd.
Consolidate Invoices and Credits Separately
This is where you can choose to either have statements/files separated, or keep them as one.
Tick 
to have separate statement/file or leave blank 
if you would rather them as one statement/file.
Select 
to generate invoice.
Once you click it will show you a table.
This will list the:
Customer
Consolidated Frequency
Consolidated Group
Deliveries
Invoice Value (Ex VAT)
Invoice VAT
Invoice Value (Inc VAT)
Credits
Credit Value (Ex VAT)
Credit VAT
Credit VAT (Inc VAT)
Consolidate