Difference between revisions of "Consolidate Invoices"
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| − | == Consolidate | + | == '''Consolidate Invoices''' == |
| − | + | ===In This Section=== | |
| − | |||
| − | + | This section will allow you to consolidate customer invoices. | |
| − | |||
| − | ''' | + | '''Select Customer'''<br /> |
| − | + | This is where you can select the customer you wish to consolidate. | |
| − | '''Consolidate | + | '''Filter By Consolidation Frequency'''<br /> |
| − | + | This is where you can choose whether you would like this daily, weekly or monthly. | |
| + | |||
| + | '''Generate Up To Date'''<br /> | ||
| + | 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'''<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. | ||
Latest revision as of 09:59, 4 November 2021
Consolidate Invoices
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.
