Consolidated Invoice Summary

The consolidated invoice summary includes all transactions of the subcustomers of your customers. When the consolidated invoice summary is generated, you can click the amount to display the list of transactions, within the closing date, of the primary or parent customer and its subcustomers.

Before enabling the consolidated invoice summary, you must meet the following requirements:

After completing the requirements, you can enable the consolidated invoice summary feature by checking the Include All Transactions of Subcustomers box from Customers > Generate Invoice Summary page.

The consolidated invoice summary has a corresponding template, which you must specify in the Invoice Summary Template (Consolidated) field on the Japan Localization Setup subtab. If Include All Transactions of Subcustomers box is checked, the default template for consolidated invoice summary is displayed as an option in the Invoice Summary Template (Consolidated) field.

If Individual Customer PDF is checked on the Japan Localization Setup subtab, a consolidated invoice summary PDF file will be generated per primary or parent customer. If the box is clear, each parent customer will only have a section in the consolidated invoice summary PDF file.

Limitations of the Consolidated Invoice Summary

Consider the following limitations of the consolidated invoice summary:

General Notices