Combined Bills
A Combined Bill (also called a Combi Bill) creates a single invoice from BOQs across multiple Jobs, each linked to different contracts for the same customer. This is useful when a customer has several active projects and prefers to receive consolidated invoicing.
Prerequisites
| Requirement | Details |
|---|---|
| Jobs Linked to Contracts | All Jobs to be included must be associated with their respective Contracts |
| Measurements Created | Measurements must exist and be approved for each of the Jobs involved |
| Same Customer | All Jobs must belong to the same customer entity |
Process
Step 1: Navigate to CRM Module
Go to CRM > Customer and select the customer for whom you want to generate a combined bill.
Step 2: Create Combined Bill
From the customer record, initiate the Combined Bill creation. The system displays all eligible Jobs with approved measurements for this customer.
Step 3: Select Measurements
Choose the measurements from each Job that you want to include in the combined bill. You can select measurements from as many Jobs as needed.
Step 4: Generate Invoice
The system compiles the selected measurements into a single consolidated invoice. Review the combined bill for accuracy before submitting for certification.
Combined Bills are created from the CRM module (not from the Billing menu). Navigate to CRM > Customer > [Select Customer] > Combined Bill to access this feature.
When to Use Combined Bills
- Customer has multiple active Jobs across different Contracts
- Client prefers consolidated invoicing to simplify their accounts payable process
- You want to reduce the number of individual invoices sent to a single customer
- Managing complex customer portfolios with many concurrent projects
Key Considerations
- Each Job's measurements retain their individual BOQ rates and quantities within the combined bill
- The combined bill references all source Contracts for traceability
- Certification of a combined bill posts receivable entries against the customer
- Tax calculations may vary across Jobs if different tax configurations apply
Before creating a combined bill, verify that all individual Job measurements have been approved. Unapproved measurements will not appear in the selection list.