Here is a step-by-step guide for Batch Invoicing:
Batch Invoicing
You can create a batch invoice by following these steps:
Navigate to the Orders tab on the left-hand side
Use the Location Filter to search by the site location:
Select the order that will form part of the batch invoice by clicking on it.
Complete the invoicing process as usual, ensuring everything matches your internal invoice, including the products, product quantity, delivery date, and invoice number. Once complete, select the Create Batch button.
Select the orders that fall under the batch invoice by clicking on them.
Select the blue Add selected button
A new section will appear named "Invoice Batch". This will display all of the orders as part of the batch invoice.
Select the pencil (or edit) icon beside each invoice to adjust or look at each order. Once selected the "Items" section will change to reflect each order.
You can also continue to add additional orders by selecting the "Add Orders" button, or delete the batch by selecting the "Delete Batch" button.
Once you have confirmed that everything is correct you can toggle "Confirm Invoice" and select the Save button.
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