on 06-01-2020 12:13 PM
Hello everyone!
Can I generate the invoicing of several DMRs (Debit Memo Request) of a specific customer in the same Billing Document?.
I tried this on the "Create Billing Douments" session but the billing documents were created separately.
Is there a way to generate it in the same billing document?
Kind regards!
Aaron Calderon.
Hi Aarón,
Have you tried using the billing setting in the app "create billing documents?" There is an option to disable creating separate billing documents for every line in billing. See attached screenshot please.
Hope this helps.
Feras
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Hi Feras!
I'm pleased to greet you!
I've reviewed the option and in fact it is disabled, but as I was doing a test the option "Create separate billing documents for each item of billing due list" only applies when its for a same ID project. The option I'm looking for is that the different ID projects for the same client can be billed in the same billing document, it keeps separating them.
Is there another way to do that?
Thanks a lot!
Aarón Calderón.
Hi Feras!
Hope you're great!
I was doing some tests (same client, same currency) and it kept throwing different bills in both types of contract (Fixed Price, Time and Expenses).
I've discovered that the field "Customer Reference" within the section "Billing" in the project, must have the same description in every project so that they can be invoiced in the same billing document, also this works by leaving the description in blank. If the different projects we want to invoice at the same time have a different "Customer Reference" it will keep separating the billing documents.
Thank you for all the support.
Best regards!
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