Setting Up Consolidated Invoicing for a Customer Order

If you set up consolidated invoicing for a customer order, all lines/releases subsequently entered under the order are marked to be invoiced with consolidated invoicing. This default can be overridden at the individual line/release level.

  1. Access the Customer Orders form.
  2. Select an order.
  3. On the General tab, select the Consolidated Invoice check box.
    Note:  The Consolidated Invoice field is enabled only if the order Status is Ordered or Planned, the order is not an EDI order, and the excise exchange setting for the order (Excs Exch field on the Tax Info tab of the Customer Orders form) is the same as the excise exchange setting for the customer (Excs Exch field on the Codes tab of the Customers form).
  4. If you want to combine similar line items into a single line on an invoice, select Summarize Lines.
  5. Select an invoicing frequency from the Invoice Freq field.
  6. When you have finished, save the record.
Related topics