Invoice Merge | Merge Draft Invoices and Bills and Transfer Lines with Analytics

Merge Draft Invoices and Bills

• Select several drafts in the list and choose Actions → Merge
• Choose the document that receives the lines; the others are cancelled with a link to it in the chatter
• Only drafts of the same type, journal, partner, currency, fiscal position, payment terms and bank account are merged
• Tax and payment term lines are rebuilt; source documents of all merged drafts are kept

Transfer Lines to Another Draft

• Transfer Lines on a draft invoice or bill moves the selected lines to another draft of any partner, or to a new one
• Lines keep their links to the sale and purchase order lines they invoice, so invoiced quantities stay right
• For another partner, the account and taxes follow that partner's fiscal position; for the same partner, they stay as they are
• Both documents record the transferred lines in the chatter; a draft left without lines is cancelled

Analytics of Lines of the Same Product

• Blend analytics: lines of the same product, account and price become one line; 10 units at Project A and 30 units at Project B give 40 units at 25% A and 75% B
• Keep analytics: lines become one only when their analytic distributions are equal; otherwise each keeps its own line
• A mandatory analytic plan stays at 100%, and shares are rounded so that every plan keeps its total
• The default mode is a company setting in Invoicing → Configuration → Settings; every merge or transfer can change it

Screenshots

Merge draft invoices

Transfer lines of a draft invoice

Merging Invoices setting

How to Use

1. In Invoicing → Configuration → Settings, choose the default for Merging Invoices.
2. To merge, select draft invoices or bills of one partner in the list and choose Actions → Merge. Pick the document to merge into and the mode, then click Merge.
3. To transfer lines, open a draft and click Transfer Lines. Choose the partner, optionally an existing draft of that partner, switch on the lines to move and click Transfer.

Related Modules

The same merge and transfer wizards with analytics for other documents:

• Sale Merge with Analytics: merge quotations of one customer and move lines to another quotation, blending or keeping their analytics.
• Purchase Merge with Analytics: merge RFQs of one vendor and move lines to the RFQ of another vendor, blending or keeping their analytics.