Would you like to combine multiple orders into a single invoice for a customer? In Catermonkey, you can easily create a collective invoice.
Follow these steps:
Go to the calendar
Click on 'Calendar' in the menu on the left.
Ensure you are in list view.
Select the correct orders
In the list view, tick the assignments that you want to invoice together.
Ensure that all assignments are for the same customer.
Create the collective invoice
Click on the 'New item' button in the top left corner.
A window will now open on the right-hand side.
Click on 'Collective invoice'.
Check and send the invoice
A new collective invoice will be created automatically.
Check that all the details are correct.
Add any comments or additional information if necessary.
Click on 'Save changes'.
Ready? Send the invoice.
Any questions? We are happy to help! Chat with us or call +31 (0)88 266 6539.