Using Single Invoicing

Some customers may require one invoice for a sales order with multiple generations. The Single Invoice option on the Totals tab lets you set up either a customer or an individual order to handle consolidation of multiple generation orders to a single invoice. The entire amount of the order is billed on the first shipment.

Use the Unearned Revenue Review Queue to track incomplete single-invoiced orders. Orders in the queue can be edited, if needed. For example, if a customer no longer requires unshipped items, those items can be removed from the order.

Until material is shipped, items are debited against the Unearned Review G/L Postings account.

To invoice all order generations when the first generation is invoiced:

  1. Create or open a sales order and display the order's Totals tab.

If payment is required up front, the Totals tab displays automatically during the order-taking process.

  1. Select the Single Invoice check box.

  2. Process the order as usual.

Note: Once selected, we recommend not making further changes to the sales order.