A consolidated invoice is perfect for the customer that would like to pay multiple orders on a single invoice. This is ideal for the multiple ship to location projects with a single billing requirement.
- Click on Consolidated Invoice
In the main navigation menu, select the "Invoicing" module, expand "Create New Invoice" and click on "Consolidated Invoice".
- Select Invoice Details
In the "Start" stage, click on "start a new run" and specify the consolidated invoicing details, such as customer, invoice type, invoice date, and due date. Then click on "Next Step".
- Select Invoices to Consolidate
In the next screen, you will have the opportunity to select the customer invoices to combine into the consolidated invoice. You can use the search bar, add a filter, or simply click on single invoices. Then, click "Next Step".
- Click on Finish Consolidated Invoice Run
Review the selected invoices, click on "Next Step" and finalize the consolidated invoice run.
- Update Consolidated Invoice
Complete any updates to the customer information, such as shipping and billing address, and click on "Update" to finalize. If all updates are completed, click on "Finish".
- Manage Customer Invoices
In the "Manage Customer Invoices" section, your newly created Consolidated Invoice will be indicated by a dark blue stack icon. The invoices that comprise of the Consolidated Invoice include a white stack icon.
- Click on New Consolidated Invoice
To transmit the new invoice through Aturian, click on the new consolidate invoice.
- Send Email
Select the envelope icon, and update email information. You can choose to include or exclude the child invoices that comprise of the consolidated invoice. Then, click "Send".
