How to Create a Sales Invoice from Multiple Sales Orders per a Customer(Bill-to-Customer)

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Posted on by yohi2020

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Hello,

Is it possible to output a batch Sales Invoice from many Sales Orders and Posted Sales Shipments for each Customer?

There are many customers buying items several times in a month. There are many Sales Orders created and Posted Sales Shipments. Sales Order Batch posting creates many Sales Invoices and the user has to send many invoices to customers.
The customers, which is the user's customers, don't want to receive many invoices from the same seller in a month. What the user wants is create summarized Sales Invoice per Bill-to Customer in a certain period.

Can Business Central do that in the standard functionality?

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Dynamics 365 Business Central

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Hello,

Have you looked into Combine Shipments functionality? This feature takes several orders delivered to the customer and allows them to appear on the same sales invoice. There is a checkbox field on the Customer Card. Then you can run Combine Shipment function that will take all Posted Sales Shipments, for a single Customer, and combine them into a single Invoice.

Hope this helps.

Thanks,

Steve

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YUN ZHU 95,647 Super User 2025 Season 2 on at

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Hi, you can post only Ship on the sales order.

Then create a new sales invoice, add lines by Get Shipment Lines.

For more details: https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-to-combine-shipments-on-a-single-invoice

Hope this will help.

Thanks.

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yohi2020 245 on at

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Hi Steven,

Thank you for your reply.

I tried this way and I could create one Sales Invoice per a Bill-to Customer for all shipped items simultaneously.

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yohi2020 245 on at

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Hi YUN,

Thank you for your reply.

This way will be used when Combine Shipments is unchecked on Customer card.

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