Difference between revisions of "Consolidate Invoices"
Jump to navigation
Jump to search
m (corrections made) |
m (corrections made) |
||
| Line 2: | Line 2: | ||
'''Select customer'''<br /> | '''Select customer'''<br /> | ||
| − | + | This is where you can select the customer you wish to consolidate. | |
'''Filter By Consolidation Frequency'''<br /> | '''Filter By Consolidation Frequency'''<br /> | ||
| − | + | This is where you can choose from whether you would like this daily, weekly or monthly. | |
'''Generate Up To Date'''<br /> | '''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 /> | '''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. | ||
Revision as of 08:32, 20 September 2021
Consolidate 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 from 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.
