Difference between revisions of "Consolidate Invoices"
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(Made consolidating page ( needs more info )) |
(added show outstanding invoice button and more info to page) |
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'''Select customer'''<br /> | '''Select customer'''<br /> | ||
| − | + | Here you can select the customer you wish to consolidate. | |
'''Filter by consolidation frequency'''<br /> | '''Filter by consolidation frequency'''<br /> | ||
| − | + | Here you can choose from whether you would like this daily, weekly or monthly. | |
'''Generate up to date'''<br /> | '''Generate up to date'''<br /> | ||
| − | + | Here 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 /> | ||
| + | Here 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. | ||
| − | Select --- 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 10:23, 8 September 2021
Consolidate invoices
Select customer
Here you can select the customer you wish to consolidate.
Filter by consolidation frequency
Here you can choose from whether you would like this daily, weekly or monthly.
Generate up to date
Here you can enter the date you would like to generate up to , using the date format yyyy-mm-dd.
Consolidate invoices and credits separately
Here 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.
