To consolidate invoices, you need to select the invoices that you want to consolidate. Just head to your Pay & Bill from the sidebar menu:
Or, head to the last chevron, then select “Invoices” from the drop-down:
Now, select the invoices and the actions panel will appear - select “create a new consolidated invoice”
IMPORTANT: To be able to consolidate invoices, all the selected invoices must have the same:
Invoice Type
Company
Currency
Status (this must be APPROVED or APPROVED NOT SENT)
If the Invoice Type is Purchase invoice AND the Pay Type = Ltd Co. OR Corporation, the Candidate Company Name must be the same
Invoices must not have been consolidated previously
Then just click confirm - the action cannot be undone:
In the Invoices tab, you will then see your consolidated invoice, and the child invoices will have a Status of “Consolidated”:
From within the invoice, you can clearly see it is consolidated and can view the details of the individual invoices which make up that consolidated invoice:
Click into the activities tab to view the history of this invoice and add comments:
