You can define invoice preferences on the customer level. This gives maximum flexibility to meet customer billing requirements, including payment terms or a specific invoice consolidation requirement.
Navigate to CUSTOMERS
Click on the name of the customer of your choice.
From within the customer profile, scroll down to the Tasks Panel and click on 'Create invoice'.
Configuration:
Payment Terms:
Set terms agreed with customer from available options. This mirrors what is set under the 'General Info', any updates here will update in both sections.
Invoicing Preferences:
There are several options that can accommodate customer invoice preferences. This includes options to consolidate all invoices, or provide invoices separately by order. There is also the ability to limit the number of orders per invoice.
The other option is to create a custom order grouping. There are several options that can be selected to group by. These options can be toggled on/off.
When creating invoices for the customer, the orders will be grouped onto invoices based on these settings.
When creating the invoices, modifications can be made to the grouping without changing the main configuration. This allows changes to be made to specific invoice without having to modify the overall configuration.
