Invoice ➔ Entries ➔ Group invoices
To send more than one invoice to a debtor, it will be more convenient to group these invoices into one invoice before sending to the customer. This reduces the number of invoices and payments that require processing.
With Exact Globe Next, you can group the invoices that have been authorized. For more information, see Authorizing invoices. However, the following types of invoices cannot be grouped:
The information in this document is applicable to product update 411 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this check box to group invoices with the same order debtor.
Select this check box to group invoices with the same delivery debtor.
This check box is pre-selected and cannot be modified. This selection groups invoices with the same invoice debtor.
This check box is pre-selected and cannot be modified. This selection groups invoices with the same currency.
This check box is pre-selected and cannot be modified if you have selected Input time at Exchange rate in the Print section at System ➔ General ➔ Settings, under Invoice settings. This selection groups invoices with the same exchange rate. However, if you have selected Print time at Exchange rate, this check box will be enabled. If you clear this check box, it will allow you to group invoices with different exchange rates. For more information on the invoice settings, see Invoice settings.
Select this check box to group invoices with the same project.
Note: This is available only if you have E-Project in your license.
This check box is pre-selected. This selection groups invoices with the same warehouse. Clear this check box to group invoices from various warehouses.
Select this check box to group invoices with the same selection code.
Select this check box to group invoices with the same invoice code.
This is the internal order number of the customer printed on your invoice. Select this check box to allow the system to generate extra lines in the invoice lines to show every internal order number of the invoices that have been grouped.
Select this check box to define that sales employees and sales commission split percentages will be used as one of the criteria to group invoices. The grouping will only be successful if the source and target of the sales employees and sales commission split percentages are identical.
Note: This is available only if you have selected the Use sales commission check box in the Sales commissions section at System ➔ General ➔ Settings, under Order settings. For more information, see Order settings.
Select this check box to group invoices with the same VAT number.
In this section, select the type of invoice you want to group. You can select more than one option. The following options are available:
In this section, you can see the invoice proposals that are created based on the defined criteria. The CountNo column indicates the number of invoices and/or credit notes for the debtor. If you select an invoice proposal and click Advanced, you can see all the invoices and/or credit notes of the selected debtor that can been grouped.
Click this to display a second section (below the Invoice proposals section) which shows all individual invoices and/or credit notes of the selected invoice proposal. Click Simple to close the second section.
Click Select all to select all invoice proposals to be grouped. If you have selected more than one invoice or credit note line, Deselect all will be available. Click Deselect all to deselect all invoice proposals to be grouped.
Click this to group the selected invoices and/or credit notes. A message box will be displayed. Type the invoice or credit note description at Description and the customer’s reference number of the invoice and/or credit note at Your reference. Then, click OK.
Note: This button is enabled only when more than one invoice or credit note is selected. To select more than one invoice or credit note, click on the invoices and/or credit notes you want to group.
Click this to exit.