Consolidation Invoices
A consolidation invoice merges several invoices into one document. Instead of a corporate customer receiving thirty separate invoices for thirty deliveries, they receive one statement-style invoice covering the period - and pay it once.
Menu path: Sales > Consolidation Invoices
What consolidation gives you
| Column | Meaning |
|---|---|
| Number | The consolidated document's own reference |
| Customer | Who it is issued to |
| Invoices count | How many original invoices it covers |
| Total | The combined amount |
| Paid amount | How much of it has been settled |
| Gateways | The payment methods offered |
| Note | Period covered, purchase-order reference, or agreed terms |
The original invoices are not replaced or deleted - they remain, each with its own number and detail, which is what lets a customer query one delivery without unpicking the whole statement. The consolidation is a payment wrapper around them.
Consolidate a customer's invoices
- Filter Invoices to the customer and the period, and check that everything you expect to bill is there and nothing already settled is included.
- Select the invoices and create the consolidation.
- Add a note stating the period and any reference the customer's accounts payable will need - most corporate customers cannot pay an invoice without their own purchase-order number on it.
- Choose the gateways so the customer can pay the whole amount in one action.
- Send it, then track the paid amount as it settles.
Full reference
Every option and control on this page, at a glance.
Filters (8)
- Identity and numbering: Currency ID, Customer ID, Number, Paid, User ID
- Dates and periods: From date, To date
- Status and flags: Source
Form fields (2)
Gateways, Note
Standard list tools
Every list page in OSOSS shares these controls:
- Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
- Quick search - matches the page's primary field.
- Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
- Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
- Reset - clears filters back to defaults.
- Export All - downloads the current filtered rows with exactly the columns you have selected.
- Focus - hides the surrounding chrome for a full-width table.
- Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
- Rows per page and page jumper - at the foot of the table.
- Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.
Related pages
- Invoices - the invoices being consolidated
- Customer Companies - the corporate accounts that need this
- Customers - the customer balance a consolidation settles
What you can do on this page
Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.
Export the list
- Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
- Click Export All.
- The file downloads as a spreadsheet: one row per record, your visible columns in your order.