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.

You can only consolidate billing documents that have the status "Draft", and that have not had their tax committed to Avalara AvaTax.

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. For more information, see Consolidating Billing Documents Using Consolidation Rules.
• Manually selecting the billing documents that you want to consolidated. For more information, see Consolidating Manually Selected Billing Documents.