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1. merge invoices

   on order summary screen under actions tab
   there should be a selection for "merge invoices"
   in theory you select the invoice check mark box on left side
   then under actions select the "merge invoice" option
   so simple

   59 votes

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   8 comments  ·  Delete…  ·  Admin →
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   Exploring  ·  Robert Komet Sales responded

   Hello again.
   Thank you for your contributions. We believe we have a good grasp on the conditions and optional settings that various companies will need to merge invoices.

   Can you help us further?
   Our questions are about when and how you will use this feature and how it will fit into your day and your processes?
   • Do you think you will primarily use this feature as a manual process, or an automated process? Please explain.
   • Would you want to run an automated process during the day (at a specific time, or as needed) or just once each night?
   • Would you use this feature actively during the day as part of your operational processes? If so, please describe. (ie. before you pull orders, or before a truck departs on its route)
   • Where would you like to access this feature… from what screen(s) or activities?

   Thank you for your valuable input.

   Hello again.
   Thank you for your contributions. We believe we have a good grasp on the conditions and optional settings that various companies will need to merge invoices.

   Can you help us further?
   Our questions are about when and how you will use this feature and how it will fit into your day and your processes?
   • Do you think you will primarily use this feature as a manual process, or an automated process? Please explain.
   • Would you want to run an automated process during the day (at a specific time, or as needed) or just once each night?
   • Would you use this feature actively during the day as part of your operational processes? If so, please describe. (ie. before you pull orders, or before a truck departs on its route)
   • Where would you like to access this feature… from what screen(s) or activities?

   Thank you for… more