New Consolidate Invoice

All case and work order related activities including expenses, parts, labor, and billable activities are automatically consolidated in GoServicePro for invoicing or reporting for your customers. In case if any multiple purchases are made by a customer over a period of time, then you can manually consolidate the current invoice and the newer purchases into a single invoice. The newly created (consolidated) invoice, will list all the items from the original invoice, and the individual original invoice included in consolidation will be automatically closed. This way, it’s easier for both the parties – fewer invoices for your business to generate, and fewer invoices for customers to track down.

Steps:

  1. Expand Billing and click Invoices and then open the invoice that you want to consolidate.

  2. Add or make necessary adjustments/modifications or add additional purchase details to the invoice so that you add/reduce the desired charges to the billing.

  3. Once you have made necessary billable modifications, on the toolbar, click New Consolidate Invoice button.

  4. In the Consolidate Invoice message box, click OK. Now, current invoice will be closed and new consolidated invoice will be opened. Also, the closed invoice will display the invoice number of the new consolidated invoice.