How do I merge invoices?

Unissued invoices can be merged as long as they are assigned to the same customer. Note that this is irreversible.

The first selected invoice will become the final invoice. The information from the other selected invoices will be moved to the selected/final invoice. Once they have been merged, the other selected invoices will dissapear.

There are two ways of grouping and combining invoices.

Method one:

• Under the tab 'Invoices' you can klick on 'Merge invoices' and the merging dialogue will start. It will first request 'when' in the process the invoices will be merged. The options are at customer level, company level or at the payment procedure. Also a combination of these three options is possible. Note that if customer + payment method are selected, only identical invoices can be merged. For example, there are two invoices with the same customer name. One invoice is set up with direct debit and the other one to be paid cash. These two invoice cannot be merged.
  Next an overview will appear with the invoices possible to combine. All invoices appearing are clickable. By klicking on the invoice ID list, a filter will appear with the invoices open to modification. By klicking on the corresponing empty box it has been selected. In order to select all options, click on the empty box above all and it will automatically select all. Following a confirmation will appear, onece this has been accepted the merge will start. Once the system has processed (not vissable) the invoices can be found by searching in the invoice menu.

Method two:

• With this option you also start from the tab 'Invoices'. Above right you will have the option to choose 'View' and then choose 'Bulk changes'. Here several invoices can be selected. The selected invoices will appear in the 'Selected action' window. You need to choose 'Combine invoices'. A pop-up window will appear requesting a confirmation. Once it has been confirmed the merge will start. The invoices can be found by searching in the invoice menu.