4.55 Combining Invoices

By default multiple orders for the same customer will be combined into a single invoice if all of the following conditions are true:

• 1. 1. The billing cycle processes all the orders (i.e., you are doing a "customer billing run" or a billing run for the whole organization, as opposed to clicking the "generate invoice" button on a single order).

     2. All the orders for a customer have the same "Next Bill Date" at the order/order line item level.

     3. The "due date" for all the orders are the same (e.g., if one order has Net-30 terms and another has Net-45 terms, they cannot be combined into a single invoice since the due dates are different).
        
        

This default behavior may be overridden by editing an order and clicking on the "Click here to override Plan defaults for this order" link which shows the advanced settings (see Fig below).

The "Invoice Grouping" radio button controls behavior as follows:

• 1. 1. Separate Invoice - then any subsequent invoice generated from this order will be a standalone invoice. Note that if have 3 orders (1001, 1002, and 1003) for a customer and selecting this for a single order (1001) will result in 2 invoices - one invoice corresponding to order #1001 and another invoice combining orders #1002 and #1003. If you want 3 separate invoices, then select the "separate invoice" option for all 3 invoices.

     2. Combine Orders to Single Invoice - this is the default behavior as noted above. 

     3. Group Invoice by Job Code - this allows you to group invoices in an arbitrary manner. All eligible orders having the same job code will be combined into a single invoice. For example, if you have orders #1001 and #1002 with job code set to "Texas" and orders #1003 and #1004 set to job code "California" and order #1005 with blank job code, then 3 invoices will be generated - #1001 and #1002 will be combined into one, #1003 and #1004 will be combined into another invoice, and #1005 will be the 3rd invoice.

Note: For the 2nd and 3rd option above, pay attention to the "Due Date" and "Next Bill Date" fields, if they are not the same then separate invoices will be generated for the non-matching orders. These 2 fields are circled in green in the figure below.