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Invoices

Merging Invoices

Combine two or more Invoices within FrameReady by removing all their line items and adding them back onto the final Invoice.

How to Merge Multiple Invoices

Remove Line Items from an Invoice and Discard

  1. Locate any one of the Invoices in question.

  2. Click the dollar amount in the Total Due field (this is actually a button).

    All the unpaid Invoices for that customer appear, followed by a summary line for subtotal, savings, taxes, payments and current balance.

  3. Choose an Invoice without a payment.

  4. Click the purple Data Entry button.

  5. If the Invoice date is not from the current month, then click the Allow this Invoice to be Modified button.

  6. Write down the item numbers (you will need these numbers in a moment).

  7. Click the X (in the teal square) to delete the line item. If prompted to unpost the Work Order before deleting, choose Yes.

  8. When all the line items have been removed, click Done.

  9. Click Void to discard this Invoice.

  10. Click the List View button to return to the list of Invoices.

  11. Repeat steps 1-10 as needed.

Add Line Items to an Invoice

  1. Locate the Invoice that you want to add items to and click the purple Data Entry button.

  2. If the Invoice date is not from the current month, then click the Allow this Invoice to be Modified button.

  3. Click the Magnifying Glass icon and enter the item or Work Order number. Click Search.

  4. Repeat steps 1-3 for the remaining items.

  5. Enter a Payment as normal.

Alternate Solutions

Take a Payment on Multiple Invoices

Use the Job Number Field