Consolidating Billing Documents

When you consolidate several billing documents into one, Billing Central creates a new consolidated billing document that contains all the lines from the original documents.

Note: Each of the billing documents you want to consolidate must have the status "Draft".

To improve performance, billing documents are consolidated using a background process.

Warning: If billing documents are edited by a scheduled process while the consolidation background process is running, the consolidation might fail. Before proceeding with the consolidation, make sure that billing documents aren't being activated, discarded, or changed in any way by a scheduled process.

You can consolidate billing documents by:

• Running the consolidation process using consolidation rules.
• Manually selecting the billing documents for consolidation.