How To use Collective Invoicing
You can use Collective Invoicing on your contracts if you have multiple contracts for a customer but want the customer to receive only one invoice.
Collective Invoicing can only be used if the Create field is set to Invoice and Advanced Mode is disabled and the Contracts have the same:
- Bill-to Customer No.
- Sell-to Customer No.
- Dimensions in the contract header
- Currency Code
- Next Posting Date
Tip
To enable Collective Invoicing for multiple contracts simultaneously, choose the search icon (ALT+Q), enter Enable Collective Invoicing on Contracts.
Step 1: Select to enable the Collective Invoicing field located on the General FastTab.
On the contracts where you have the same customer information, you can enable the Collective Invoicing toggle to collect all contracts on a single invoice.
Step 2: Post the Invoice
- Choose the search icon (ALT+Q), enter Create Document from Contract, and then choose the related link.
- Enter a date in the field To Next Posting Date to (only) create documents or planning lines for contracts that has an earlier date in the field Next Posting Date on the Contract Header.
- Set filters if you want to limit the contracts that the batch job will process.
- Select OK to create sales invoices.
- Choose the search icon (ALT+Q), enter Sales Invoices, and then choose the related link.
- Select to Post the invoices.