How do I invoice several payment statuses in a single invoice?One invoice with the lines of several validated payment statuses, with their discount, advance payment and retention.

Where BIM › Home › Certifications › Payment Status

Before you start

BIM Paidstate profile. At least two payment statuses in Validated.

How do I invoice several payment statuses in a single invoice?

Steps

In the Payment Status list, tick the boxes of the payment statuses you want to invoice together.
Open the Actions menu and choose Mass billing of states.
Check the list and click Done.
The draft invoice opens and all the payment statuses change to Invoiced.
Check the draft: each payment status contributes its line and, as negatives, its discount, its advance payment and its retention. If all are of type Purchase, the invoice is a vendor bill to the project's Contractor.

Warning

You must select at least two records and all in Validated; otherwise it warns "You must select at least two records" or "You can only select records in validated state".

Sale and Purchase payment statuses cannot be mixed: "Sale and purchase payment statuses cannot be invoiced together".

The invoice uses the customer (or contractor), the project and the date of the first selected payment status: group only payment statuses of the same project.

Process manual

Certification and billing

Steps