New feature for consolidating lines on invoices and credit notes

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    Written by HarmonyPSA on 2015-03-11 Last updated 2018-07-02 - 3 minute read
Harmony has a new feature for consolidating lines on an invoice or credit note before releasing.
 

This great new feature is helpful in situations where you would prefer to send the customer a consolidated view of their individual order lines. You may want to consolidate lines on a customer's invoice of credit note under the following circumstances:

  1. You have a invoice/credit note with a large number of lines
  2. You make an amendment to an invoice/credit note e.g. apply a discount
  3. You credit part of an invoice/credit note
  4. You want to correct a mistake
The individual order lines would normally be shown on a credit note or invoice but can now be hidden from view by using the "Consolidate line as field".
 
This can be useful when invoices/credit notes have multiple lines which are of the same VAT code but you want to give the customer a less detailed view.
 
The lines on an invoice can be consolidated by entering (copy/paste) the same description into the consolidated line as field.
 
Your invoice/credit note view shows multiple lines.
 
 
 
There are two methods of consolidation; by  unit price, sum quantities and by sum unit price, quantity 1.
 
1. By Unit Price, Sum Quantities

You consolidate lines of the same unit prices by clicking one of the lines you wish to consolidate. Then enter a general item description which will be displayed on the customer invoice/credit note e.g. "Software Licenses" and select the consolidation method as "By Unit Price, Sum Quantities" shown below and click update.

 
 
Save, then select the next line you wish to consolidate with the same description, add the same description as before and make sure you choose the same consolidation method of "Sum Unit Prices,Quantity 1" and click update.
 


2. Sum Unit Price, Quantity 1

You follow as above but this time you consolidate with "Hardware" for example, but they must all have the same unit price.
 
 
Then the "Details" Tab would give you the detailed view.
 
 
The if you click on the "View" tab you will see the consolidated customer invoice view.
 
 
 
You can use this process to also consolidate and credit lines or discounts that you do not want to be visible to the customer.
 
You can use the same process for credit notes, this ensures that any amendments that you have had to make against the invoice/credit note do not need to be shown on customer documentation.
 
Listening to our customers is the basis for all our development. If you have any comments or feedback on this new feature leave them below or get in touch directly.
 

 

About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on


Tags: Features, General PSA

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