Adding a collective invoice from transports documents list
- Select transports>documents from the menu.
- On the documents list mark all the documents from which the collective invoice has to be created.
- Blue bar appears above the list - on it's left click the three dot icon.
- Click add collective invoice.
- Fill in the form.
- Click GENERATE.
The way in which the reference numbers and annotations of documents are generated on collective billings
can be defined in 'settings' > 'billings' > tab BASIC (description of available options in the Billings Settings (opens new window))
Conditions, that must be fulfilled to create the collective invoice:
- the same document relation
- all documents concern the same client/contractor
- documents kind can not be a waybill.