Using Consolidated Billing

Users can group several Customer invoices together into one document. 

1. Go to Accounting> Invoice Manager

2. Check the invoices that you want to group together. 

NOTE: the invoices must be from the same Customer, Department, and using the same Currency. 

3. Click Group Invoices

4. The payment terms on the Counterparty page will automatically populate. The Due Date is based on the Invoice Date and Payment Terms. 

5. The statement will populate on another tab

6. The Group invoice is now available on the front of the Worksheet as well as on the Documents list

NOTE: If you need to change a load on a grouped invoice, you can reselect it to form another grouped invoice or you can remove it from the grouped invoice . 

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.