Heres how to use the consolidated invoice feature in Cetec ERP.

• First navigate to a customer record.
• You can do this via the global search bar or running the Customer List (Sales > Customers > Customer List).
• Click into the customer.
• Click Consolidated in the left hand navigation menu.
• Set the From and To date range to populate your desired invoices and click Submit.
  • NOTE: You can also filter the invoices found by the date range filters via Invoice #, Order Number, Invoices that have or havent been consolidated, and PO #.
• Check or uncheck the specific column headers you want to use for the consolidated invoice and click the orange Set Columns button.
• Check the Include? checkbox next to the invoices you want included on the Consolidated Invoice.
• Choose your PDF option to send out the Consolidated invoice. The options are Get PDF, Email PDF, Get CSV, and Get Packing Slip.
  • NOTE: This will only include invoices that have been selected via the Include? checkbox.