consolidated invoicing –
If you have customers who prefer to have their bills collated onto a single monthly or weekly invoice, SQLWorks can administrate the consolidated invoicing process for you.
Consolidated invoicing can be activated under the ‘defaults’ tab of the chosen company in your SQLWorks Sales Ledger by changing consolidations from ‘None’ to either ‘Monthly’ or ‘Weekly’, depending on how often you would like your invoices to be consolidated together.
Because this is a change to how invoices will be issued, this option is only open to those with sufficient accounts admin privileges, and will issue a warning message before saving the new invoicing settings for that company.
When a new invoice is now added for that company under the ’transactions’ tab, a delivery note can be printed as normal, but the invoice cannot be printed, emailed or otherwise sent individually whilst consolidated invoicing is still activated for the chosen company.
When you are ready for your invoices to be consolidated, click reports in the top right corner, and choose ‘Report Un-printed Invoices’ as when using SQLWorks bulk invoicing. SQLWorks will prompt asking if you wish to consolidate the invoices of those accounts for which this setting is activated, and once approved will begin consolidating invoices.
All outstanding invoice lines for the required companies will be consolidated onto the last invoice of the month/week in which it is dated, and can now be emailed/printed for invoicing as normal.
Your Quotes and Orders remain unchanged, but individual invoices will now be hidden from view, replaced by the new consolidated invoice ready for sending. In the event that you have outstanding consolidated invoices from previous months/weeks unpaid, these will also be ready for re-sending.
In this way you can easily invoice repeat customers without excessive paperwork, and ensure that you keep the number of transaction entries on a single SQLWorks sales ledger account to a manageable minimum.
SQLWorks can help streamline your customer invoicing: find out how.