Summary of Invoices by month, or can we combine Invoices?

(0) Share

Report

Posted on by Community Member

Initially, we were trying to reduce the complexity of the process by combining all the shipped Sales Orders by customer into a single Sales Invoice at the end of each month, and then send that single invoice to the customer, but we quickly realized that this results in the customer's account balance not being reflected in NAV until after all the shipped orders are invoiced at the end of the month, which is just not acceptable (because we need to make sure the customers are not exceeding a credit limit throughout each period).

Is it possible to combine Invoices after they have been posted?

If not, is there a function in NAV 2016 (CU13), that allows us to automatically create a summary of all the invoices for each customer by period (in this case by month) that can then be sent with copies of all the invoices, and it would include information such as payment term(s), due date(s), total amount(s) due, and we could even perhaps add information about payment options? I'm thinking of something that resembles the first page of what most credit card statement generally look like...

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Amol Salvi 18,698 on at

Like (1)

Report

As far as I know there is no such functionality avaialbe in NAV to combine the invoices .You need to customize the same

On another way you can make change in credit limit logic for considering shipped but invoiced value for checking the credit limit which may solve your problem.

Was this reply helpful? Yes No
Suggested answer

Alexander Ermakov 28,096 on at

Like (1)

Report

You can post the invoices real-time, and then you can use the functionality of Reminder on the customer card, including not due amounts; it should allow you to summarize outstanding invoices into one print form.

Alternatively, as Amol suggested, you can re-design your process to control the credit limits by shipments rather than invoices.

Was this reply helpful? Yes No
Suggested answer

Suresh Kulla 50,243 Super User 2025 Season 2 on at

Like (0)

Report

As others mentioned there is no standard functionality but one thing you could do is when you run the posted invoice report, instead of filtering that for the invoice no. try to the report for the Order No. which will list all the invoices, it will not summarize though.

Was this reply helpful? Yes No
Suggested answer

Jens Glathe 6,092 on at

Like (1)

Report

I find Alexander's idea of using the reminder functionality a good one. It would work with minimal customization effort.

- You get a summary statement for all "reminder level 0" invoices in your reporting period - you can even register it for later reproduction

- You just print the invoices for the period with the "reminder"

- You can use extra text for the payment options.

The only thing you don't do is increase the reminder level for the invoices contained in the statement. Sort of sorted :)

Was this reply helpful? Yes No