Question

Is there a way to roll up multiple T&M Projects for one customer into one single Pro-Forma or AR Invoice?

  • 1 June 2021
  • 1 reply
  • 41 views

We have a business use case that we are trying to figure out.  We would like to take multiple T&M projects and roll the invoicing for each one of those into one invoice?  I was playing around with the idea of Parent Child Customers with the Child customer associated with he Parent with the Consolidate Balance, Consolidate Statements, and Share credit Policy set.  I’m just not seeing any way to roll billing up into one invoice however.  Any tips you can provide would be most appreciated.

 

Eric Belsham

Galeforce Consulting Partners, LLC.


1 reply

Hey, @ebelsham13 , have you found a solution for this problem?

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