There may be a number of reasons an invoice could have 100 or more orders included. These orders can be added all at once or over a period of time. When a customer has a monthly billing frequency, daily or even weekly shipments can quickly become overwhelming to process once a month. Or perhaps a consolidated shipment contains more orders than can be displayed as the page maximum is 100 orders. The options below can be used to allow users to continue billing in a more efficient way.
Option 1: Filter and select ALL rows.
The maximum number of rows possible to display on the Invoice List page is 100. In the event that more than 100 invoice records need to be selected, use the link option to select ALL order that apply to filters, across all pages. Or to avoid having to adjust the number of records displayed, use the link.
When selecting ALL on the page, by default only the maximum number of records displayed are selected.
Click the 'Select all ... orders available' to include all invoices.
After making this selection, you can continue with 'create invoice' button to have an invoice that holds more than 100 lines at once.
Option 2: Add orders to existing invoice
Once an invoice has been created, it is possible to add more orders with the same billing customer.
From the invoices list page, open the invoice to be updated.
Navigate to the invoice lines and select 'Add charges'.
Use the option to 'Add charge from order'.
This will show available orders (in a Ready to Invoice status) with the same Billing Customer, that can be added to the order. To select all orders, use the top checkbox.
Option 3: Add Orders to existing invoice
Where an invoice already exists new orders can easily be added to the existing invoice or draft invoice.
Navigate to the 'Orders to invoice' view and select the invoices in the check box
Click the 'Create Invoice' button
From 'Create invoice(s)', click the 'Action (*)' field and a drop down menu will show options to select.
Select the "Add to existing invoice" option.
Under the 'Existing Invoice' field, select the invoice to add the selected orders to. Only invoices associated to the same billing customer will be shown. The customer can be updated if required.
Click SAVE
