Bill multiple estimates in one invoice

When does this application make sense?

Under certain circumstances your customer's purchasing department may only provide one order number for an invoice, but want separate estimate documents for different modules.

How to

In an estimate, on the "Billing" tab, you will now find the option (bottom right) to include additional estimates in the final invoice alongside the estimate you currently have open. Click "Add another estimate" here and select another document; this process can be repeated as often as necessary until all estimates are selected.

What happens when billing?

When billing, all items and deductions/surcharges as well as any deductions for down-payment or partial invoices that were previously created from the selected estimates are transferred into the invoice. External services linked to these estimates will, if applicable, switch to "billed." Header data and footer notes of that invoice correspond to the estimate from which the billing was initiated (i.e. the one you had open when billing). This means your customer's order number should be entered in the estimate from which you start the billing.

In the first tab and in the "Options" tab under "Estimates for this invoice" such an invoice may now show several documents (and shortcut links), since each estimate document is referenced here.

Can such a billing be undone?

If such an invoice is deleted, the status of all estimates billed in it changes from "billed" back to "approval." For external services the status switches back from "billed" to "not billed."