It is possible to create collective invoices in order to issue an invoice to a customer containing one or more files (CargoSoft orders).

  • A Collective Invoice Header is recorded first.
    This can be created on any file that is to be billed.
  • All associated files are then billed with the help of Collective invoice files.
  • The created Collective invoice header is closed when all files have been billed.
  • The collective invoice is now completed, it will be booked and printed.

Collective credit notes can be created in the same way.

An already closed collective invoice can be edited – provided that it is generally permitted to edit vouchers and that the voucher was not transferred to the financial accounts department.



Contents


Cancelling collective invoices

A collective invoice can also be cancelled as a whole.
→ It is not possible to cancel separate collective invoice files.

Open the file with the Collective invoice header for the cancellation.
→ Click on the collective invoice header with the right mouse key and select Cancel voucher.

The collective invoice including all collective invoice files is now cancelled.


Editing collective invoices

A collective invoice can even be edited if the collective invoice header has already been completed.

For this, it must be generally permitted to edit receivables (COMPANY → INVOICING → Invoice changeable = Y).
Furthermore, the voucher cannot have been transferred to the financial accounts department.

Please open the file with the collective voucher header or the collective voucher items – depending on what is to be edited.
Switch to the Invoicing Tab through the context menu → Edit voucher or double click on the voucher in order to open the voucher to edit it.

A query, asking for whether the entire collective voucher is supposed to be reopened, will appear.

If YES, the entire collective voucher is opened.
It is not possible to open and edit single collective voucher items.

The selected voucher is opened.
Any edits can be made and saved.
Single collective voucher items can be deleted or newly added.

The collective voucher header needs to be closed in order to complete the edit.