Invoice Grouping
When you create or import Customers into Protean this setting is used as the default invoice grouping for that Customer. These values can be changed individually.
This can be amended in System > Settings > Sales Invoicing
Invoice Grouping is used for consolidating invoices.
For example:
If you have a customer and they ask for one invoice from you for all of there transactions with
you, you can set their Grouping to ‘Customer’ or ‘Customer Mixed’. If they had three Sales Orders with you, when you ran the invoicing they would consolidate onto one invoice number.
The options are:
– Individual (essentially one invoice per document per customer)
– Site (consolidates on invoices for same site address)
– Site Mixed (consolidates dissimilar documents by site address)
– Customer (groups on invoice address)
– Customer Mixed (consolidates dissimilar documents by invoice address)
– Order Reference (groups by order number)
