Invoice Merge

Shmuel F. shared this question 23 hours ago
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,

Comments (3)

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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

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Hi Nick,

I’ve noticed a couple of things with the statements and payment settings that I’d like help with:

  1. Partial Payments:When a customer pays half or less than the full balance, I understand the system applies the payment according to the payment settings (e.g., oldest leads first or deposits first).Could you clarify:If a partial payment is made, does it always prioritize deposits before moving to balances?How can I confirm which setting is currently active?
  2. Statement Functionality:When I view statements in the bottom left, customers see a “Pay All Invoices” option, which works great.However, when I email statements, customers can only pay for individual invoices, and the emailed statement doesn’t look like the one in the system.Is there a way to make emailed statements visually match the in-system statement, including the option to pay the entire balance?

I’d appreciate your guidance on how to address these and ensure everything works seamlessly for customers.

Thanks so much for your help!

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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.

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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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