If your customers order frequently, it may not be practical to raise a separate invoice for every order. This is usually the case for suppliers of fresh or perishable products like bread, milk, produce or coffee.
To provide a nicer experience for your customers, you can turn on consolidated invoices. This combines multiple orders into a single invoice, based on a schedule.
Getting set up
To get started, just let us know:
What schedule you’d like to invoice customers (weekly, fortnightly, monthly, etc)
If there are any customers you want to opt out
Submit this form and we’ll get you set up. Our team will notify you once the set up is complete.
The feature is not available with inventory integrations (Unleashed, Dear, etc).
How it works
Orders are processed in the normal way. You’ll notice that orders won’t show an invoice until the end of your schedule period.
At the end of your scheduled period, invoices are automatically raised as a draft in your accounting system, ready for you to approve and send.
To help your customers keep track of what was ordered, each line item in the invoice includes the order number. Each customer's full order history is also available in Upstock.
You can edit orders in the normal way, up until your scheduled period ends.
After invoices have been raised, any changes you make to the order will not be automatically updated on the invoice.
This includes changes to the reference number, due date and line items.
Manually raising invoices
If a customer wants an invoice sooner than scheduled, you can choose to manually raise an invoice for any order.
If you do this, the order will not be included in the scheduled invoice.
Give us feedback
We'd love to hear about how we can improve our consolidated invoices feature. If you have any comments or suggestions, please get in touch