A new update we have released is the ability to group invoices into a single line item so the invoice displays 1 unit at the total value.
If you head to Financial Accounting – Customers and either create or search the customer you’d like to add these settings too.
Once in the customer settings, you can scroll down the screen to the ‘Invoice settings’, section and select ‘Sales invoice’ under 'Invoice Mode', and then 'Group Invoice' under 'Invoicing Option'. Once done, you will see there is now an additional option known as Line Item display.
The options here are:
Full Breakdown – which is exactly the same as the current group invoice settings where the group invoice will display all line items in detail (contractor names, w/e dates, description, additional charges etc)
Single Consolidation line item – This will merge all line items on the group invoice into one single line
If you choose the 'single consolidation line item option', you will then be able to control the name of that line item. This is a mandatory field so will need to be completed.
The final option is whether you then want to send a full excel breakdown of that one consolidated line invoice at the same time.
