How to Combine Invoices Without Requiring Documents

How to Combine Invoices Without Requiring Documents

To combine invoices without requiring documents to be uploaded for invoicing, follow the steps below to adjust the accounting configuration and customer settings.

1. Select "Settings" from the left-hand navigation bar.

2. Click on "Accounting Configuration"

3. Navigate to the "Accounting Options" sub-tab. 

4. Toggle "Require documents to be uploaded for customers to be invoiced" to OFF. The system will automatically save this preference.

5. Click "Customers" on the left hand navigation bar

6. Open the Customer Profile section.

7. Click the pencil icon to the left of the customer's name

8. Scroll to the bottom of the page to locate the "Document Types" section.

9. Use the drop-down menu to select or adjust required document types as needed.

10. Click "Save Changes" at the top right of the screen to apply the changes.

Note: Disabling document requirements at both the system and customer level allows invoice combinations without document uploads.