Summary Invoices - how to

[mdminear]

In our business we do individual invoices on Jobs' for one company for each rep that orders. Then about once a month we have to send in a Master invoice combining them all into one (and send ind. copies with it). We do a new 'invoice'. then have to either delete it or void it so your numbers don't show "twice". First I deleted, but then the number would inadvertently get 'used' again by the system for another client or same client and have 'double use of one invoice'. Then tried VOIDING but then messes up SALES for the MONTH as to WHEN you void.

any other ideas?? If i delete have no long term computer record.

thanks

[CraigFL]

The "master invoice" you need sounds so much like a customer Statement. Couldn't you work sometning out keeping the individual invoices and just sending a statement (summary) for just that month. There are a lot of printing options for the customer statement that could be used to get this information.

[chikamic]

I agree with Craig, I would just use the statement since all the info you require is there.

Michelle

[mdminear]

great!! where and how do you do the statement to tie them all together?? do they have to have same 'ID'" or can you pick and choose ones you want to tie together??

[Holland]

Unfortunately I don't think you can send a statement to Excel to sort by rep. However, one suggestion would be to do it with a custom Customer Ledger Report. Just click the "Sales Rep" box in fields (make sure to use it when invoicing), bring up the report by individual company ID, send it to Excel, sort by Paid (to group all the unpaid invoices together )then by Sales Rep. Delete all the paid invoices and print.

It won't be the same as a statement but all of the information will be there.