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.
Use the option custom order grouping to create customer specific rules around how invoices should be grouped. There are 2 grouping options:
Field-based grouping - based on order fields, ie: locations, references, etc.
Time-based grouping - based on date type, ie: 1st pickup, and set on an interval, ie: Weekly.
Once set, these rules will automatically consolidate the orders to the appropriate invoice group. Multiple rules can be configured, however the system uses a 'first-match' logic. This means if all the parameters of the first rule are met, this is the group the order is assigned to. The system will stop processing rules at this point, so it is important to order the rules in priority.
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.
To learn more about how to create auto-assigned customer invoice groups, click the link below.