When generating invoices, there are a few reasons on why it could split instead of being in a single invoice. Ranging from a different Billing or Business Unit, Payer(s), to different Billing Information found on the Case Card.
For any client invoices, all cases must have the same information to be put into a single invoice.
The information to check are as follows.
1. Billing Unit
Ensure that the Billing Unit for all cases are the same.
2. Business Unit
Ensure that the Business Unit for all cases are the same.
Ensure that the Payer is the same for all cases.
If you have multiple Payers, ensure that the Payers and the shared percentage are the same.
- Payer Information
If you have multiple Payers, ensure that the Payer information is the same for all Payers.
- Invoice Reference
- Invoice Reference Text
- Invoice Address
- Invoice Email
You may have multiple Payers with the same name. To ensure that the Payer is identical across all cases, click on the 'Arrow'-icon (this will open the Payer Card) and check the Payer number.
4. Billing Information
Ensure that all of the following information is identical across all cases.
- Invoice Profile
- Invoice Template
- Invoice Specification
- Invoice Due Days
- Invoice Currency
- Invoice Separately (unticked)
5. Invoice Separately
If Invoice Separately box is ticked (as below), this will create a single invoice for the selected case.
If the above are all the same, and the issue persists, please contact firstname.lastname@example.org for further assistance, detailing out your findings will be of great help.