How to use consolidated invoicing

1. Create a new job 
   • A consolidated invoice must be created on a new empty job.
2. Create Consolidated invoice 
   • When creating an invoice there are a few parameters you need to fill out: 
     • Date: Invoice date.
     • Copy data from: This feature is locked on consolidated invoices. 
     • Currency: Currency used on the invoice.
     • Accounts receivable: Debtor for the invoice.
     • Language: The language used when the invoice is printed. 
   • A consolidated invoice will still behave like normal invoices, so a second window prompts you to select which type of invoice your consolidated invoice should be
3. Add jobs 
   • To add jobs, navigate to the Consolidated invoice tab and click Add jobs to consolidated invoice.
   • Check the box of the jobs to include
   • Specify the invoice type the sub-invoice will be 
   • Select a method for generating the sub-invoices, the options are:
     • Omit insertion,
     • Actual costs and
     • Price quote.
   • Press OK button to finish selection, more jobs can be added later by clicking the Add jobs button again.
4. Modify sub-invoices on each job 
   • From the Consolidated invoice tab, you can now see all the selected jobs and navigate to them.
   • The sub-invoices all work exactly like normal invoices and the same rules apply according to their type.
   • Navigate to each sub-invoice and verify that the details are correct or change them.
     • This can be done by navigating to the job in the job list or by opening the job card from the lines consolidated invoice tab
     • You can also navigate back to the main invoice quickly, by clicking the red "Sub-invoice" box that will appear on sub-invoices.
5. Transfer sub-invoice lines
   • Once you are done with ALL sub-invoices (that is: considering what to bill out on each sub-invoice, changing invoice lines texts and so on) navigate back to the overview on the main invoice, and click Transfer data to the consolidated invoice all sub-invoice lines and amounts to the consolidated invoice lines. 
   • There are 3 different options in terms of layout and detail level
   • Important Note:  Do not change any amounts on the consolidated invoice lines at this point once transferred. You can still change the activity description and other texts. If you require changing amounts it must be done on the sub-invoices and then you will have repeat step 5 again 
6. Approving and finalizing 
   • When the lines of the main invoice are as you want, approve and finalize the invoice as you would a normal one.
   • Upon posting the invoice, a credit note is automatically created on the main invoice job. This is to maintain the profitability of each sub-job and to have the main invoice not count double.