Consolidated Invoices allow you to combine multiple invoices for a customer into a single invoice document. The consolidated invoice includes the original invoice numbers and the related item details, while keeping each sale linked to its original invoice record.
In IsleBooks POS, you can generate a consolidated invoice for a selected customer based on:
Date range
Business location
Paid or unpaid invoice status
How to Generate a Consolidated Invoice
Go to People → Customers.
Find the customer you want to generate the consolidated invoice for.
Right-click the customer record.
Select Ledger.
Choose your desired filters, such as date range, location, and payment status.
Click Download to generate the consolidated invoice.
Invoice Template
The consolidated invoice uses your existing invoice template settings. This means the layout, business details, logo, terms, and other design settings are inherited from your current invoice template.
To change the design of the consolidated invoice, update your invoice template settings.
