Consolidating invoices by shipment

This article will show you how to consolidate invoices by shipment which can then be used as a packing list for a single shipment containing multiple cases.

Instead of each case having its own invoice (one page for each patient), multiple cases are listed one invoice; which can be used as a packing list when shipments contain multiple cases.

Before you can consolidate an invoice, you must create/approve all relevant invoices.

 

1) Go to Billing > Invoices

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2) Under the Actions button, choose "Consolidate by shipment"

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3) Click the check boxes of the shipments you want to appear on one invoice.  Then click the Consolidate button

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4) Click OK to proceed

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5) A small orange triangle indicates a consolidated invoice

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Sample Consolidated by Shipment Invoice

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