Combine Multiple Work Orders Into 1 Invoice

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Posted on by Samantha73

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Hi Guys

We have a situation where the customer have multiple work orders for a shot duration jobs and the invoice should combine all rather than separately invoice for each WO. Has anyone implemented such a flow? I'm thinking about customizing but would like to get more ideas before implementing

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Presales and Invoicing

Work Order

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Field Service Geek 6 on at

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Combine Multiple Work Orders Into 1 Invoice

Depending on the ERP. Keep the sales orders to invoice in the integration one work order = One sale order. From there you leverage the invoice consolidation features in the REP. Many ERP systems have "Rules" for when to consolidate, there is often reviews of invoices that need to happen during consolidation processes. So if you are integrated with and ERP you might want to look at the ERP systems.
Samantha73 2,238 on at

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Combine Multiple Work Orders Into 1 Invoice

I could not fin the below feature:

"Hi, In D365 Field Service we have an OOB feature that to combine multiple work orders into a single invoice, you can leverage the Consolidated Invoicing feature. This feature allows you to consolidate multiple work orders for the same customer into a single invoice, preventing the need for separate invoices for each work order."
Karthik.Sompalli 28 on at

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Combine Multiple Work Orders Into 1 Invoice

Hi, In D365 Field Service we have an OOB feature that to combine multiple work orders into a single invoice, you can leverage the Consolidated Invoicing feature. This feature allows you to consolidate multiple work orders for the same customer into a single invoice, preventing the need for separate invoices for each work order.

Steps to enable consolidated invoicing:

Go to Field Service Settings.

Under Billing, enable the Consolidated Invoicing option.

Ensure that the customer and billing information is the same across work orders, as consolidated invoicing works by grouping based on customer and billing details.

Once enabled, when generating an invoice, you can group multiple work orders together based on criteria like service agreements, customers, or billing cycle.
Cindy @TDIndustries 125 on at

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Combine Multiple Work Orders Into 1 Invoice

Hi,

We did custom integrations that use a Parent/Child work order structure and will combine multiple work orders into 1 free text invoice. We are using FTI's but have been advised to change to invoice proposals but were told it could function the same way. We use that a lot for Quoted work with a cost to date in addition, multiple trade quotes combined into 1 invoice for the customer, etc.
VaHiX 869 on at

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Combine Multiple Work Orders Into 1 Invoice

I hope this article helps you

Use Summary Updates in D365 to Combine Multiple Packing Slips in a Single Invoice | Armanino

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Combine Multiple Work Orders Into 1 Invoice

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Combine Multiple Work Orders Into 1 Invoice

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