Multiple Invoicing & Consolidated Orders into a Single Invoice

In iflows, you have the possibility to manage invoicing in a flexible and efficient way, adapted to your needs. This tutorial will cover two essential types of invoicing:

1. Multiple Invoicing - This method allows you to select several orders and generate individual invoices for each order simultaneously.
2. Consolidated Orders into a Single Invoice - This method allows you to combine multiple orders into one single invoice.

We will start with multiple invoicing. Suppose you have three orders from three clients (different or not), and you want to generate invoices for each order. With multiple invoicing, you select the three orders in iflows, and the system will automatically generate three separate invoices, one for each order.

To perform multiple invoicing, start by navigating to the "Sales" section of the main menu, then select "Orders". In the displayed order list, select the orders you wish to invoice simultaneously. To do this, check the boxes to the left of each order's status. Once you have selected the desired orders, you will notice a quick menu appearing at the bottom of the screen, offering multiple options. From this quick menu, click on the green symbol named "Multiple Invoicing". This will initiate the process of generating invoices for all selected orders. After clicking the "Multiple Invoicing" button, the system will offer the option to activate the "Send email" function. Activating this option will automatically send the emails with the generated invoices to the respective clients.

We will move forward to the option of consolidated orders into a single invoice. Let's assume that a client placed three separate orders during the same period. Instead of sending three different invoices, you can choose to consolidate these orders into a single invoice. To do this, we have two variants:

• We will go to the "Orders" section and select the orders we wish to aggregate into a single invoice by checking the boxes next to each order. After selection, a quick menu will appear at the bottom of the screen. We will select the orange button named "Generate document". From this menu, we will choose the "Invoice" option. Thus, all products and services included in the client's orders will be populated into a single invoice.

• We will go to the "Sales" section, then to "Invoices" and click on the "Import from order" button. In the designated box, we will enter the order numbers we wish to consolidate. Once we have selected an order, we can add other order numbers to insert multiple orders into a single invoice.