How do I create a collective invoice?
If a client has many mandates, the desire may arise to record services on the individual mandates but to bill them in the form of a collective invoice. In order to accomplish this, you should set up a fee file (billing file). This is a mandate on which no services are recorded and which is used exclusively for billing other mandates.
preparations
In a first step, create a mandate and name it BILLING FILE or something similar. In the mandate settings, select the desired invoice specifications and set the mandate to invisible in the timesheet.
Then place those mandates that are to be billed collectively below the billing file and indent them by using the CMD + right arrow keys. By indenting, these mandates are now hierarchically subordinate to the accounting file.
Invoice
The employees now record their services in the individual mandates as usual. At the time of billing, click on the gear menu at the bottom right and transfer the benefits using the Transfer Sub-Mandates to Billing Record command. It is advisable to have the names of the subordinate mandates inserted as title lines. You can now use the billing file to create the desired collective bill. The list of services can be clearly structured according to the sub-mandates.
If you use the title lines, you should not try to sort the services again in the billing file. Otherwise the services of the various sub-mandates will be mixed up and you will no longer be able to create a list by sub-mandate.
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