We have a customer where we send about 30 invoices...
# generals
Simon
08/08/2022, 6:11 PMWe have a customer where we send about 30 invoices a month, they called and asked to merge the invoices into only 1, once a month. Is there's an option to automatically do that ?
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Rich Keller
08/08/2022, 6:33 PMConsolidated Invoicing is the functionality you're looking for. Should be able to find some info on SuiteAnswers or in your help
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Tristan Day
08/08/2022, 6:50 PMthere is also "Invoice Grouping"
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Simon
08/08/2022, 6:58 PMGreat. I will look into in
Simon
08/08/2022, 6:59 PMJust curious about invoice grouping. is it on the customer
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Tristan Day
08/08/2022, 6:59 PMyes
Tristan Day
08/08/2022, 7:01 PMyou basically create sales orders against the customer, mark them for grouping, and it will create a single invoice "group" against them. Make sure you test it, in detail - if you don't have a sandbox you should have your "Release Preview" account right now, turn it on in there and do the testing and make sure it works / works for you
Tristan Day
08/08/2022, 7:01 PMand read everything you can about it, it is not intuitive
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Simon
08/08/2022, 7:02 PMI will test it. Thank you very much
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Menno Janssen
08/09/2022, 6:50 AMfor us it did not work like you expect it to. Consolidated Invoicing created an overview record, a 'consolidated invoice'. this record links to all the other 30 invoices.
This means that in terms of payables the customer still has to pay and process 30 invoices in their accounting, but does get a single overview for all the invoices in that period.
You still get the 30 invoices per month in your accounting as well. It doesn't change anything for the underlying invoices which is a shame.
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