Create collective invoice item/file

Files (on different documents) can be billed after the creation of the Collective Invoice Header, including the file on which you have created the Collective Invoice Header.

For this, click the context menu on the Invoicing Tab and select Create voucher.

Select Collective invoice (single item) in the field Voucher type on the Voucher header data tab. 
A search mask appears.
Enter the voucher number of the collective invoice header or conduct the search through the search field File number.
Click on the Search button.

Open

Select your collective invoice header and click on Accept:

Open

The voucher header data are now accepted from the collective invoice header.

Now record your billing files on the Voucher items tab:

After having been saved, your collective invoice files can be found on the Overview tab:

Record Collective invoice files in all CargoSoft files that are to be billed. 

The collective invoice files can be edited until closing the collective invoice.

Attention: Outgoing collective voucher headers cannot be closed if no belonging voucher items have been recorded.

Appearing CargoSoft information when changing header data in a collective invoice file