As soon you finalize a sales order it turns to an invoice. Invoices are not meant to change in regards of legal purposes. That is why you need to credit the invoices you want to combine and create a new sales order to turn this into a new Invoice.
First you need to credit the invoices you would like to combine.
(don't refund the payment)
- click on the three dots next to the invoice
- click on "Credit Invoice"
- a pop up window is asking if you really want o credit the invoice. select "save"
The Invoice is credited. Do this for all Invoices you would like to credit and combine.
With the option "New Billing+" you can put all products back on one new sales order.
- click on "New Billing+".
- select the recipient you would like to display on the new invoice.
Choose "Corporate" in order to have the company address on the new sales order. For this option you should have assign a company address to the reservation. If you did not assign a company to the reservation yet, you can do it later as long you did not finalize the sales order into an invoice.
Choose "Guest" to have the option of selecting a guests name assigned to this reservation to display on the invoice
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select any Payment Method which makes no modification on the sales order.
- all products on the invoices you just credited are listed and automatically marked to be added to one new sales order.
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click on "Create New Order" to create a new sales order with all marked products.
You have the option to unselect products and add further products. With modification on the list of products, you should always stay aware of the balance you had before. There might be an overpayment or underpayment after your modification.
Move the previous payments to the new sales order
- click on the three dots next to the payment
- go to the previous of the credited invoices. Select "Switch SO/Invoice"
- a pop up window is giving you the option to chose the sales order you want to move the payment into. Select the sales order you just created and click "save".
Now you have created the new sales order with all the products from the previous credited invoices and the payment attached to it.
The Balance should be on zero as long you did not make any changes on the list of products.
Finalize the sales order again to create a new Invoice after you reviewed the new sales order in detail.
- doublecheck the address
- check the products you would like to have on the invoice
- check if the payments are linked to the sales order and the balance is on zero
Click on the three dots next to the new sales order and click on "Finalize"
Please keep in mind to always check the sales order before you finalize it. As soon a sales order turns to an invoice there are no modification possible anymore.