How to Use Consolidated Invoicing in 10X ERP

Consolidated invoicing in 10X ERP allows users to group multiple open shipments for a customer into a single invoice. This setting is retroactive, meaning it will apply to existing open (not yet invoiced) shipments once enabled under the customer's Crediting tab. From there, users can choose to either send invoices individually or generate and send a consolidated invoice, streamlining billing and customer communication.

Steps to Create and Send a Consolidated Invoice:

• Enable Consolidated Invoicing Under Customer's Crediting Tab

  Turn on the Consolidated Invoicing option to retroactively flag open shipments for consolidation.

• Review Open Shipments In the Send Invoice Section

  Change the filter to Consolidated Invoices = Yes to view eligible shipments if you prefer to send them individually.

• Navigate to Consolidated Invoices Section

  Go to Accounting > Consolidated Invoices to see draft invoices that can be grouped.

• Select Shipments and Create Consolidated Invoice

  Check off the shipments to combine, then click Create Consolidated Invoice to generate a parent invoice.

• Send the Consolidated Invoice

  Click Send to Customer on the consolidated invoice screen, or return to Consolidated Invoices, filter for Unsent, and send one or multiple invoices in a batch.

• Review in Customer AR

  Once sent, the consolidated invoice appears in AR with the parent invoice number and the original individual shipments listed separately.