To add an invoice to an existing consolidated invoice, select the invoice(s), and from the Actions, panel chooses “add to existing consolidated invoice”:
Then just select the consolidated invoice from the dropdown and hit “Confirm”
IMPORTANT: Make sure all the selected invoices match the consolidated invoice. The following details must be the same:
Invoice Type
Company
Billing Address
Contact
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
NOTE: If these details do not match, there will be no consolidated invoice showing to choose.
To see the changes that have been made on the invoices, just click on the “Activities” tab: