In certain situations, it may be necessary to provide a single invoice to a customer that consolidates multiple sales records. This document outlines two primary methods for achieving this consolidation, ensuring clarity and accuracy in your invoicing process.

This method allows you to retain the original invoices while reducing their balances to zero. Follow these steps to implement this option:

1. Open each existing booking or invoice that you wish to consolidate.

2. Add a negative value line to each invoice so that its total becomes $0.

3. Create a new invoice.

4. Add positive line items to this new invoice that correspond to the totals from the original invoices.

Result:

• The original invoices will have a net value of $0.

• The new invoice will contain the combined total.

Finally, send the new consolidated invoice to the customer for payment.

This method involves moving all line items into a single “main” invoice. To execute this option, follow these steps:

1. Open a new or existing invoice that you want to keep (this will serve as your main invoice).

2. Open the other invoice(s) on a separate screen.

3. Replicate each line item from the other invoice(s) into the main invoice.

4. Utilise the "Show Line Details" feature to ensure that dates and auto-calculations are accurate.

Important:

• This method is only effective if details such as delivery, PO number, and other key fields are consistent across the invoices.

Once all line items have been copied, cancel the invoices that are no longer needed.

By following either of these methods, you will successfully create a single invoice that contains all line items from the original invoices, streamlining your billing process and enhancing customer clarity.