Consolidating invoices by shipment

This article will show you how to consolidate invoices by shipment which can then be used as a packing list for a single shipment containing multiple cases.

Instead of each case having its own invoice (one page for each patient), multiple cases are listed one invoice; which can be used as a packing list when shipments contain multiple cases.

Before you can consolidate an invoice, you must create/approve all relevant invoices.

1) Go to Billing > Invoices

2) Under the Actions button, choose "Consolidate by shipment"

3) Click the check boxes of the shipments you want to appear on one invoice.  Then click the Consolidate button

4) Click OK to proceed

5) A small orange triangle indicates a consolidated invoice

Sample Consolidated by Shipment Invoice