Invoice Merge
Answered
We’re looking for the best way to allow someone to pay for everything at once while still showing all the line items from both invoices. Currently, we’ve been adding a charge on one invoice for the balance of the other, labeling it as "Charge for [Invoice #]," and adjusting the balances.
Is there a better way to merge invoices so that all line items are visible in a single invoice for easier payment? If not, do you have any recommendations to make this process more efficient?
Thank you for your help!
Best regards,
Yes, this can be done from Events-->Organizations, and by selecting the organization that you would like to invoice. Then, you can combine those invoices and email a combined statement.
Here is an article further explaining account statements and invoices: https://rental.software/support/knowledge-base/article/organizations-account-statements-invoices-payments
Yes, this can be done from Events-->Organizations, and by selecting the organization that you would like to invoice. Then, you can combine those invoices and email a combined statement.
Here is an article further explaining account statements and invoices: https://rental.software/support/knowledge-base/article/organizations-account-statements-invoices-payments
Hi Nick,
I’ve noticed a couple of things with the statements and payment settings that I’d like help with:
I’d appreciate your guidance on how to address these and ensure everything works seamlessly for customers.
Thanks so much for your help!
Hi Nick,
I’ve noticed a couple of things with the statements and payment settings that I’d like help with:
I’d appreciate your guidance on how to address these and ensure everything works seamlessly for customers.
Thanks so much for your help!
This is what the organization statement should look like. You get to this by clicking the statement link from the organization's page. This is what it will look like, and customer's can make payments for multiple invoices here.
You can see where I highlighted your current payment settings for payments to apply to deposits first. This can be changed from Settings-->Payment Preferences as shown below.
This is what the organization statement should look like. You get to this by clicking the statement link from the organization's page. This is what it will look like, and customer's can make payments for multiple invoices here.
You can see where I highlighted your current payment settings for payments to apply to deposits first. This can be changed from Settings-->Payment Preferences as shown below.
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