The merge function will combine billing lines into a single billing where the customer is the same. This tool is used to consolidate multiple billing records into a single accounts receivable record. For example, let's say you wanted to bill timecard entries and expense reports in the same billing to a customer. You could create time card billings and expense report billings and then merge them.
- Select the billings you wish to merge from the list view of the Billings tab. Only un-posted billing records can be merged.
- Click the Merge Billings button on the list view. This will present a confirmation screen of the billings you wish to merge.
- From the confirmation screen, click the Merge button to complete the process.