With the Group invoice module, you can create a single invoice for delivery notes or orders from different customers or addresses, billed to a central address. This is useful when working with companies that have multiple branches or subsidiaries and handle invoicing centrally through a parent company or group headquarters.
Note
The module must first be activated in the App Store before it can be used.
The module overview lists all delivery notes that have not yet been invoiced. Select the desired delivery notes and use them to create a combined invoice.
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Open the module via Smart Search: Type Group invoice in the search bar and select the module.
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Narrow down the list using the search filters:
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Country, ZIP code — filter by delivery region
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Customer number — display only delivery notes for a specific customer
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Project — filter by sales channel
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Group — filter by customer group
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Only selected — hides all delivery notes that have not been checked
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Place a check mark next to all delivery notes you want to include in the group invoice.
Tip
To use sales orders instead of delivery notes as the basis, activate the option from orders above the list.
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Enter the customer number of the central invoice recipient in the Invoice field.
Note
If all selected delivery notes belong to the same address, Xentral detects the invoice address automatically — the field can then be left empty.
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Select any of the following options if needed:
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Add up identical items — combines identical articles from different delivery notes into a single invoice line item
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Apply group subtotals — transfers subtotal positions from the delivery notes into the invoice
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Click on Create below the table.
Xentral creates a draft invoice for the central address and opens it directly for editing. The free text of the invoice is automatically populated with a reference line for each included delivery note, along with the total number of delivery notes included.
The invoiced delivery notes disappear from the overview. If the draft is deleted, they reappear and can be recombined in a new constellation.
Xentral automatically populates the free text of the invoice with references to the included delivery notes. You can customize the text of these reference lines: Navigate to Settings > General settings > Documents > Translations.
The relevant variables:
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gruppenrechnung_lieferschein_freitext — text per delivery note, placeholders
{BELEGNR}and{DATUM}are replaced automatically -
gruppenrechnung_lieferschein_anzahl — closing line with total count, placeholder
{ANZAHL}is replaced automatically