Merge Invoice

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Add an action in the invoices list to merge invoices.

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STORY BEHIND THE FEATURES

ODOO'S FUNCTIONS

You cannot merge multiple draft invoices to send a single consolidated invoice to your customer.

CLUEDOO'S FUNCTIONS

Under specific conditions (such as being in draft status and involving the same partner), you can merge multiple invoices together. This helps streamline the number of invoices and ensures compliance with contractual conditions with your customer or supplier.

MODULE +

You now have the flexibility to manage your invoice as you wish without having the constraints of an automatically generated fixed invoice.

BUSINESS CASE

Suppose your delivery batch may consist of goods from multiple sales orders, and your invoicing policy relies on delivered quantities. If you prefer to send a single invoice for each delivery, regardless of the number of source documents, the "merge invoice" module allows you to combine multiple drafts and generate the necessary invoice.

CLUEDOO RECOMMENDATIONS

Cluedoo's best practice is to maintain the connection between an invoice and an order, as it simplifies tracking.


In 25% of cases, we install this module to enhance flexibility in invoice construction. This is particularly useful when invoicing conditions are dictated by contracts or relationships with third parties, rather than internal processes.

OUR FEATURES AS SOLUTIONS

Add an action in the invoices list to merge invoices

HOW TO USE THIS MODULE



1

Select a few draft invoices with the same partner and then click Action Merge Invoices


2

After clicking on Merge Invoices, the pop-up wizard that allows you to apply an action to the selected invoices will appear.


You have three action choices :

-Do Nothing: A merged invoice will be created, and the old invoices will remain in the same status as before.

-Cancel Invoices: A merged invoice will be created, and the old invoices will be cancelled.

-Remove Invoices: A merged invoice will be created, and the old invoices will be deleted.


After choosing, click on Merge.