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- Edit the client, limited company or provider (remember that if you have a front-office these changes would normally be made there)
- In the Advanced tab, in the Allocation of Items to Invoices panel, select "Custom" from the drop down and choose (tick) the categories from the listed options.
- Save your settings.
When you list invoices in order to generate them, the invoices will be separated based on the settings in the Consolidation area.
Can invoice consolidation be applied to perm placement invoices?
Yes. At the bottom of the Advanced tab on the client profile there is a consolidation section for perm invoices only. By default, the consolidation is set to 'Not Overridden' resulting in perm placements being invoices separately. The same consolidation and invoice layout options are available but will only apply to perm invoices.
How can I split invoices by calendar month?
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