How to create a client summary invoice

An agency can group invoices to produce a summary version for a quick snapshot of all open invoices for their clients. 

Steps:

1. Navigate to ACCOUNTING > Receivables > Client Summary Invoices.  
2. Click New summary invoice. 
3. Enter the following details
   
   

   Field	Description
   Master Client	Enter or search for the client code for this summary invoice
   Office	Select the office for the system to use the appropriate Report Logo. Click here for more information on setting up logos.
   Currency	Select the currency for the summary invoice. Note - you will only be able to select approved invoices of the same currency.
   Client Reference	Enter a client reference number to print on the summary invoice. This reference number will print below the client address - optional.
   Date	Enter or click on the calendar icon to select a date for this invoice.
   Due Date	Override or leave at the default due date that appears based on the client settings.
   Notes	Enter up to 50 characters to be displayed on the summary invoice - optional

4. Click Add Invoices to link invoices to this summary invoice. 
5. The system will direct you to a list of approved invoices for the client selected. Link the invoices to the summary invoice by checking the box on the left for each invoice. 
   
6. Click SAVE & CLOSE.
7. Click Email to send, Preview to view and download, or Print the client summary invoice.