Create a Multi-Order Invoice

If you are using Delivery Slips to conduct your deliveries, you are able to combine multiple Delivery Slips into one invoice for the purpose of creating weekly, monthly or multi-order invoices. Multi-order invoices can only be created if the orders belong to the same customer.  

When using Route Delivery Slips, see setup Weekly or Monthly Billing Instead. 

For your convenience, and/or to save money and paper, you may wish to create one invoice for a customer who has placed multiple orders. This is similar to a customer statement, but will allow your customers to see which items and quantities were on each order, just as with a regular invoice.

 To create a multi-order invoice in FlexiBake:

1. On the Menu bar click Administration then FlexiBake Preferences. 
                                                                    
2. Click the Billing tab and ensure Automatically generate an invoice when shipping an order is not checked. 
                                                                                    
3. Click the Accounting Tab and ensure Keep Sales Order and invoice numbers the same is not checked. 
                                        
4. Fulfill your orders and create your Delivery Slips. Please see Add a New Sales Order and Ship a Sales Order to learn more.
                                                                                                   
5. In the Accounting Centre, click Approve Invoices. 
   
                                           
6. On the left hand side of the screen, click the purple margin to mark the Delivery Slips you would like to combine. 
                              
7. Click Create Invoice on the right side of the screen. 
                                                                      
8. An invoice will then open on your screen. On the invoice itself, the associated Sales Order and Delivery Slip numbers will be displayed.