Setting Up Consolidated Invoicing for a Customer

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

  1. Access the Customers form.
  2. Select a customer.
  3. Select the Consolidated Invoice check box.
  4. If you want to combine similar line items into a single line on an invoice, select the Summarize check box. The Summarize field is enabled only if Consolidated Invoice is selected.
  5. Select an invoicing frequency from the Invoice Freq list.
  6. If you plan to ship customer order items under delivery orders, select an invoice type in the DO Invoice field.
  7. When you are finished, save the record.
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