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Ability to have muliplte agreement invoices for one customer print on the same invoice number

Some customers have multiple agreements in the same month and it would avoid an AR Aging nightmare.

  • Jennifer Nedley
  • Jun 6 2018
  • Likely but not yet planned
Company ABM Franchising Group
Job Title / Role Accounting Application Specialist
I need it... 6 months
  • Attach files
  • Admin
    Gary Gilmore commented
    November 04, 2019 17:30

    Understood - we will look for the best approach to consolidating customer billings onto fewer invoices

  • Towner Blackstock commented
    June 25, 2019 16:35

    One of my customers needs this. An agreement may have service for multiple sites, each with a different tax jurisdiction. Their customer wants one invoice. The SM Agreement only allows one tax group per invoice. It would help to have one of the following solutions:

    1. Combine multiple agreements onto the same invoice.

    2. Allow an agreement's Billing Schedule lines with the same date (each can have its own tax group) to appear on the same invoice.

    3. Allow periodic prices placed on the Work Schedule/SM Service to use the tax group found on the service site, or stored on the SM Service. At this point, you can only do these things if you mark the "bill separately" check box.

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