Consolidated Invoices Feature

Consolidated Invoices Setup

Set up an Alternate Billing account for the congregate accounts that you will be delivering to

For the account that will be used as the consolidated Alternate Billing account, there must be a check in the Consolidate Invoices field.

When an invoice is created for the location accounts, the Alternate Billing address will be populated on the Sales Invoice.

After invoices have been posted, go to the Invoice Consolidation tab.

Enter Menu Type and date range. Enter the Bill-To Account if you want to filter on a specific account.

The Preview button will allow you to preview before creating an invoice, so you can see what will be created with the total.

The Create button will create one invoice with a different starting number(SI) and include detailed lines.

• Can print an invoice with a summary date
• Can also print details as a backup document
• Can create reports on numbers (weekly, monthly, quarterly, etc.)

The prices pulled onto the SI will come from the Sales Price group for the customer/service item combination.

Article Consolidated-Invoices-Feature  ·  Last updated November 14, 2025 · GoldFinch ERP Help Center