Adding to an Existing Billing Document

While a consolidated billing document has the status "Draft", you can consolidate additional documents into it.

Note:

Each of the billing documents you want to add to a consolidated document must have the status "Draft" and the same Account, Company, Currency, and Document Type as the consolidated document.

To add billing documents to an existing consolidated document:

1. Click the Billing Documents tab.
2. Select the draft billing documents that you want to add to an existing consolidated document.
3. Click Add to Consolidated Document. The Add to Consolidated Billing Document page displays.
4. Select the billing document that you want to add the specified documents to.
5. By default, the Document Date is set to today's date. If required, change the date.
6. [Optional] Change the Document Due Date. If you leave this field empty, the due date is calculated automatically as follows:
   • If you don't enter a due date on an invoice, it is calculated from credit terms. Credit terms held on account take precedence over credit terms held on company. If none exist on either account or company the due date is set to the document date.
   • If you don't enter a due date on a credit note, it is set to the document date.
7. Click Add.

The original documents no longer have any billing document lines and their status is set to "Superseded".