Users can now create a master invoice for a customer.

The master invoice will be created per customer where we can select multiple invoices and create a master invoice and then send all of those invoices at once in one single email.

To create the master invoice for multiple loads, the customer and booking authority must be the same for all the loads selected. Each master invoice has a unique invoice number.

Configuration for Master Invoice:

In the global settings of invoices, a toggle has been added to enable the “Master Invoice” functionality. The users can also add the sequence number for master invoices just like that of the loads.

Generating Master Invoice:

The invoices module has a date range filter and the customer filter to select to create a master invoice.

Once selected, the user has to select the loads to create the master invoice.

The user can click on “Create Master Invoice” to generate the master invoice.

Sending Master Invoice to the customer:

To send the master invoice to the customer, the user needs to select all the invoices manually present within a certain batch and then click on Send Master Invoice button.

To make things easier, you have the option to filter out the normal invoices from the master invoices by turning ON the toggle in the filter which says "Master Invoices". Doing so we will only see the master invoices on the screen. However, if you want to search for a particular master invoice then you can also do that by adding the master invoice ref number in the search bar that says "Enter Master Invoice Ref#".