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.
