How to Combine Invoices with Different Terminals

Modified on Sat, 28 Jun at 5:40 PM

Combining invoicefrom different terminals streamlines billing for customers who receive shipments from multiple locations. This feature allows for consolidated invoicing, reducing administrative effort and preventing fragmented invoices. The following steps guide users through configuring this setting in the customer profile to simplify the invoicing process across terminals.

  • Allows consolidated invoicing across multiple terminals

  • Simplifies billing for customers with shipments from more than one location

  • Reduces administrative overhead by preventing invoice fragmentation


Setup Instructions

  • Go to the Organization Tab

  • Navigate to the Organization settings for the customer profile

  • Update Load Charge Combination for Invoicing

  • Locate the section labeled Load Charge Combination For Invoicing

  • Ensure that the option “Separate Invoices by Terminal” is not selected

  • Disable Multicurrency (if needed)

    • If multicurrency is enabled, this setting cannot be modified

    • To proceed, first disable multicurrency in the same customer profile

  • Save Changes

  • Click the green Save Changes button in the top right to confirm the update



Reminder

  • “Separate Invoices by Terminal” is often selected by default

  • It cannot be changed while multicurrency is active

  • For combined invoices, multicurrency needs to be turned off.

  • Contact the Support Team if assistance is needed confirming multicurrency status



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