How Do I Create Joint Invoices?

You can make a billing decision to generate a joint (combined or consolidated) invoice before billing or as part of the billing process. Your options are:

• Combine all projects (all the time) for a client – On the Client-Billing screen, mark the option ‘Default to Joint Invoice’. Web Suite automatically assigns a unique ‘J’ code to the billing records for these projects.
• Combine selected projects – On the Project-Details screen, check ‘Send as Joint Invoices’ option for each project record you want to bill jointly. Web Suite assigns a unique ‘J’ code to the billing records for these projects.
• Combine as a billing decision – On Billing Review, enter a unique code in the ‘J’ column of each billing record you want to combine onto a single invoice.

To generate a joint invoice:

1. Click Billing on the navigation bar and then click the Billing Review tab.
2. Choose View By: Client.
3. In the From field, select a client for which you want to generate a joint invoice. Since the client for joint projects must be identical, select the same ID in the To field as well.

4. Enter the billing Period and date (Today’s date is the default).
5. When you have set the filters, click Refresh. Review all records displayed in the grid and decide which projects you want to join.
6. Enter the same letter or number in the ‘J’ column of all such billing records. For example, enter the letter ‘j’ in the J column next to those records.
7. To process these billing records, select each by checking the Bill column.
8. Click Process to generate an invoice. The records will disappear here and appear as joint invoice in the Invoice Review screen.
9. Click Close.