Create a monthly invoice

How do I record a monthly invoice and how do I create a collective invoice?

The client procures goods and services from you several times a month and has requested a statement as of the end of the month. You can depict this case as follows:

  • You create an order for the client at the beginning of the month and import the ordered products; then you generate a delivery note and deliver the goods. The order is given the status "Partial".
  • The client orders more goods; you import these on the same order, create the delivery note for the new products and deliver these again.
  • You trigger the action "Create order" on the order at the beginning of the month. All products are now invoiced as per the order. The order now has the status "Completed"
  • You create a new order for the next month.
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