We have someone who is trying to use Consolidated ...
# accounting
r
We have someone who is trying to use Consolidated Invoicing as part of their month end process, and it's not creating the PDF attachment, and it says that the record (i.e. consolidated invoice) doesn't exist. I heard rumblings that CI has been deprecated in favor of Invoice Groups, but shouldn't they be allowed to continue using it? Anyone have any insight on why CI would be behaving this way?
k
make sure the customers are set correctly for consolidated invoicing. has it worked before and now does not?
group invoicing are not the same, group invoicing is at the single customer level, consolidated invoicing is at the parent level (i.e. can bill to all children on one invoice)
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r
Yes, it worked before, and now does not work.
Also, it works in SB but not in Prod.
k
check the customers’ settings - they all must be set for consolidations and invoices themselves not excluded from consolidation
r
Looks like there's no difference between SB and Prod on the Consolidated Invoicing tab - none of the checkboxes are checked, so the customer shouldn't be excluded from CI....