Consolidated Invoicing

What it is for

Consolidated Invoicing (Toplu Faturalama) combines a customer’s approved sales dispatch notes that have not been invoiced into one invoice. It suits companies that invoice weekly or monthly. Stock already left when the dispatch note was approved, so the consolidated invoice does not move stock a second time; it only creates the account, VAT and accounting entries. The invoice is born as a Draft and is approved from Sales Management.

Every invoice line is linked to its source dispatch line. The invoiced quantity of a line cannot exceed what was shipped on it; a fully invoiced line is not invoiced again, and for a partly invoiced note only the remainder is taken.

Who uses it

Accounting and sales staff. View on the Documents page is needed to see the screen and Add to create an invoice; without Add you get the message “You do not have permission to create invoices”.

Screens

• Select customer (Müşteri seç): customer, invoice series and invoice date (default: the company’s today).
• Invoiceable dispatch notes: number, date, remaining quantity and amount; tick the ones to include.
• Invoice all (Toplu Faturala): creates the combined invoice and shows the result with the invoice number and line count.

Typical workflow

1. Choose the customer and check series and date, then press List.
2. Tick the dispatch notes to include.
3. Press Invoice all.
4. Open the draft in Invoices and approve it on the Approval tab, then send it via E-Invoice if needed.

Related modules

• Sales Management
• Dispatch Notes
• E-Invoice

Step-by-step screen guides are currently available in Turkish; the links above open them.