I have created 3 SOs for the same customers on different dates. I then created a single Shipment for those 3 SOs but upon creating an invoice, from the Shipments screen, it create 3 individual invoices. i did check under the order Types, Bill Separately checkbox is inactive.
Not only this when the other day I created another set of SO for another customer, 3 SOs → 1 Shipment, it generate 2 invoices from the single shipment for 3 SOs.
What could be the other reason for so?
Any thoughts?
Best answer by WasanaWishmini21
Hi,
One possible reason for this behavior is differences in billing-related fields across the Sales Orders that were included in the shipment. Even when Bill Separately is disabled, Acumatica can still split invoices if certain key fields don’t match.
For example, differences in the Customer billing address or contact can cause invoice splitting.
I suggest reviewing the billing information on all three SOs to ensure they are identical.
Additionally, please refer to the following Knowledge Base article, which provides a detailed checklist to troubleshoot unexpected invoice splits:
Even if the “Bill Separately” checkbox is inactive, Acumatica will split invoices if some header fields of the Sales Orders differ. Billing Address, Terms, Tax Zone, Branch, or Currency need to match for SOs to be combined into one invoice.
Check these fields across the SOs — the ones that end up in separate invoices usually have at least one value that is different.
Here are a couple of links that explain the logic in more detail:
@Yasas Withanage , this helped a lot. Thank you very much!! I found the difference however, out of 3 orders, 2 orders have the same contact ID & Revision ID still it created 3 individual invoices.
But what I found is, the check box SO Pref --> Use Ship Date for Invoice Date checkbox is active. I’m unable to understand this checkbox being the root cause. Can you guide me through this?
Even if the “Bill Separately” checkbox is inactive, Acumatica will split invoices if some header fields of the Sales Orders differ. Billing Address, Terms, Tax Zone, Branch, or Currency need to match for SOs to be combined into one invoice.
Check these fields across the SOs — the ones that end up in separate invoices usually have at least one value that is different.
Here are a couple of links that explain the logic in more detail:
One possible reason for this behavior is differences in billing-related fields across the Sales Orders that were included in the shipment. Even when Bill Separately is disabled, Acumatica can still split invoices if certain key fields don’t match.
For example, differences in the Customer billing address or contact can cause invoice splitting.
I suggest reviewing the billing information on all three SOs to ensure they are identical.
Additionally, please refer to the following Knowledge Base article, which provides a detailed checklist to troubleshoot unexpected invoice splits:
