Invoicing - Combine/Suppress items on printing invoice

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Hello,

We currently generate an invoice with 2 services shown as one line item. For management reporting and analysis purposes we want to split those 2 services but when we print the invoice we want to retain the 1 line item for our customers. For example:

Current invoice is made up of tea with milk and is invoiced as "Tea with milk= $3.00" (+ other charges + taxes etc)

We want to have the ability to track the revenue components of the tea and milk separately BUT without showing that information on our invoices e.g.

- Tea = $2.80

- Milk = $0.20

Above split behind the scene and in our smartlists and management reporting.

Invoice detail = Tea with milk = $3.00 (without the split) is what prints for our customers.

Any ideas on how this can be done, if at all possible.

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L Vail 65,271 on at

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RE: Invoicing - Combine/Suppress items on printing invoice

Hi,

Have you considered using kits? you could create a kit that included Tea and Milk, but choose not to show the kit components on the invoice. In your transaction tables the components are recorded as individual sales transactions.

Kind regards,

Leslie
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babubaskaran@outloo... 10 on at

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RE: Invoicing - Combine/Suppress items on printing invoice

Hi,

You can use allocation account to achieve this.
Community Member on at

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RE: Invoicing - Combine/Suppress items on printing invoice

Hi Mick, No we have not used analytical accounting. Will look into that and see what it entails and if it works.

Thanks.
Mick Egan 3,561 on at

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RE: Invoicing - Combine/Suppress items on printing invoice

Have you considered Analytical Accounting as an option, but may need need additional queries for Smartlist.

The AA can be used on Management Reporter.

Mick