Multiple Invoices converted in to monthly invoice

JessC26

Hi all, Wondering if there is an option to enter in daily sales and then convert that daily sale to one entire monthly sales invoice at the EOM, I know this sounds like a statement - but i require to send out a monthly tax invoice which has a Purchase order #  Thanks

Princess_R

Hi @JessC26,

 

Thanks for reaching out. I can see how useful it would be to have this process handled automatically, with all daily entries brought together into one itemised monthly tax invoice.

 

At the moment, MYOB Business can’t combine separate daily invoices into one monthly invoice automatically. For now, you could create one invoice at the end of the month and add each day’s sales as separate line items, or summarise them by date or service. The customer’s purchase order number can be added in the PO Number field. You could also try to set up a recurring transactions to create a new invoice each month. However, it won’t bring together or merge daily invoices that have already been created.

 

Cheers,

Princess