Consolidating Sales Invoices
You can consolidate multiple sales invoices into a single sales invoice. This allows you to send a single invoice to your customer instead of sending, for example, five separate invoices with the same Document Date. When you consolidate sales invoices, the sales invoice lines are moved from the original sales invoices to a new consolidated invoice. You can only consolidate sales invoices that have the status "In Progress".
Consolidation is run as a background process to enable you to consolidate large volumes of invoices in one go. Once you start a consolidation background process, you can monitor its progress using Process Runs and Process Run Logs.
When you run the consolidation process you can select a rule that you want to apply. The consolidation rule specifies the filter applied to eligible invoices and the grouping method applied to the filtered invoices.
By default all invoices are filtered by their status and you can only consolidate invoices that are "In Progress". When creating rules you can specify additional filter criteria. You can specify the invoice fields and their values for the filter.
Grouping methods allow you to group invoices together to create consolidated invoices. By default, sales invoices are grouped by Account, Owner Company and Document Currency. You can add additional sales invoice fields to your grouping method, if required.
For example, if at the end of a year you send out several invoices to each customer: one for their monthly license usage, a second one for professional services provided during the quarter, and a third one for the annual premium support; you can easily consolidate the various sales invoices using the Default method. A single consolidated sales invoice is created per customer, and it contains all the lines from the three related sales invoices. You can then send out the consolidated sales invoices to your customers.
In some cases, you might want to add a sales invoice to an existing consolidated invoice or consolidate several existing consolidated invoices into a new one.
After consolidating sales invoices, if you want to reinstate the original sales invoices, you can undo the consolidation while the consolidated invoice has the status "In Progress". For more information, see Undoing Sales Invoice Consolidation.