Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 4.2.0
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Fix Version/s: 5.11.0-b1
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Component/s: None
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Labels:None
Description
Sometimes it's necessary to merge invoices for a client. Using the multi-select, on a client profile page, allow multiple invoices to be selected and merged together.
Initially I thought merging a list of invoices into a single named invoice would be best, but perhaps we should merge into a new invoice.
- Add an additional bulk option for Invoices called "Merge Invoices" below "Void Invoices"
- (Not needed if merging into a new invoice) A field will appear where you enter the invoice number to merge the selected invoices into
- The line items are copied (not moved) to the destination/new invoice, and the selected invoices are voided
I like the idea of merging into a new invoice best, but there may be a good use case for merging into an existing invoice. If we allow merging into an existing invoice, perhaps we should display a drop down of invoices when "Merge Invoices" is selected, the default option of which could be "New Invoice".
We will not allow merging of invoices across accounts.
Activity
Paul Phillips
created issue -
Paul Phillips
made changes -
| Field | Original Value | New Value |
|---|---|---|
| Fix Version/s | 5.11.0-b1 [ 11908 ] | |
| Fix Version/s | Long Term [ 10801 ] |
| Rank | Ranked higher |