Invoice production tools

Preparing & Distributing Supplier Invoices

When more than one invoice exists for a company, either supplier or client, these single invoices can be combined (aggregated) in the system to form one single invoice file. This makes it easier to complete the approval and distribution steps as the invoices can be sent as one document and on a predefined timeline such as quarterly or monthly.

Minimal pre-requisites

The following settings need to be enabled in your system to be able to use the invoice production tools:

Auto-assign client invoice number/date upon status change
Auto-assign supplier invoice number/date upon status change
Default status of new invoices/quotes
Synchronize order and client invoice/quote status
Synchronize job and invoice/quote status

Aggregation steps

To prepare and distribute supplier invoices, you must complete the following three steps:

Step 1: Aggregate the Invoices
Step 2: Approve the Invoices
Step 3: Distribute the Invoices

Learn about these steps for supplier and client companies in the sections below:

Invoice aggregation for Suppliers

Invoice aggregation for Clients