Invoice Merge

Overview

Updated 05/05/2021

To avoid sending multiple invoices to one customer, the Avionté application features the ability to merge invoices. 

Requirements

To merge invoices, at least two open invoices must exist for one customer. 

Process

1. In the Avionté Suite application, Navigate to Main Menu > Back Office > Invoice > Search
   
   
2. Search for an open invoice
   
   
3. Double-click the invoice row. A summary of the invoice will display.
   
   
4. From the Invoice Summary Actions menu, select Invoice Merge. 
   
   
   
   
5. The first invoice will already be displayed in the first row. Select the second invoice that will be merged with the first row.
   
   
   
   Multiple invoices can be merged. Continue to add invoices if needed.
   
   
6. In the Invoice As column, select a value that will display at the top of the one, merged invoice that will be sent to the customer.
   
   
7. After entering all invoices to be merged, click Next. 
   
   
8. The Invoice Merge Transaction Item Selection tab will display.
    
   
   
   
   1. Ensure the correct invoice items are selected for merging.
      
      
   2. To email the invoice to a customer, select Email Merged Invoice.
      
      
   3. To generate a preview of the invoice, select Invoice Preview.
      
      
9. Click Finish.

Remove Invoice Merge

A Self-Serve Utility called Remove Invoice Merge is available. In the event that you have performed an invoice merge in error, this tool can be used to undo the merge. (Remember, Self-Serve Utilities are found within Reports.) This is useful as the Remove Invoice Correction tool does not unmerge invoices, if there is no correction involved.

To undo an invoice merge, follow these steps:

1. Go to Reports > Self-Serve Utilities > Remove Invoice Merge, and double-click to open it.
2. For the Invoice Number, place the number of the invoice that was merged into. (If you merged invoice 1 into invoice 2, put "2".)
3. Choose a Supplier.
4. Leave Group ID to Remove blank.
5. Choose Run Phase Analysis.
6. Click Run Query. A collection of merged invoices will be displayed, according to Group ID, Invoice Numbers Included, and Invoice Amount. The logic used is the same as that used for View Invoice.
7. Type the Group ID that you want to remove into the Group ID to Remove field.
8. Choose Run Phase BackUp.
9. Click Run Query. The message "Backup Successful" should be displayed.
10. Choose Run Phase Commit.
11. Click Run Query. The message "Invoice Merge Removed Successfully" should be displayed.

Now you can return to Actions > View Invoice. The original unmerged invoice should be displayed. 

Back to Top