Group multiple documents in one invoice
Qualified
Jordhan
Combine orders/BLs into a single invoice (at the end of the month) or quotes.
Ex.
I am making several purchase orders to these customers.
Then I want to make an invoice that summarizes all the purchase orders.
So I use the history copy feature (from the right panel), the problem is that it adds all the items in your invoice.
Have one line per order, mentioning the order reference, date and prices, with several lines for the same document if several VAT rates.
The history must be able to trace all the orders or BL of the month and not only the last 20.
M
Mathieu GOBERT
Merged in a post:
Convert multiple quotes into a single invoice
C
CHAP
Allow several accepted quotes to be grouped into 1 single end-of-month invoice
M
Mathieu GOBERT
Qualified
C
CHAP
I didn't even know it was possible! I have just tried but the problem with this system is that I have all the details of the quotes, but I would like “one line, one quote” (because the customer does not need to have the details in the invoice, since he already had the quote)
Alexandre Léglise
CHAP: Thanks for the feedback.
For information, an invoice is an accounting document and administrative doctrine indicates that the invoice must detail the quantity, the precise denomination, the unit price excluding tax of each service or sale. (see https://bofip.impots.gouv.fr/bofip/8333-PGP.html/identifiant=BOI-ANNX-000460-20131018)
Alexandre Léglise
Thanks for your request.
When creating an invoice, have you ever tried to combine two quotes with the customer history feature?