How to separate invoice line items that are on the same invoice / How to combine invoice line items on separate invoices?

Summary / Introduction

Learn how to generate separate invoices for invoice lines that are on the same invoice or combine invoice line items on separate invoices.

Step-by-Step Instructions

1. Step One: Navigate to the customer page

2. Step Two: Click on "Products"

3. Step Three: Select the product you want to separate onto its own invoice

4. Step Four: Click "Edit Billing"

5. Step Five: Modify either the billing start date or payment terms number to differentiate it (separate) from other products or make it the same as (combine).

6. Step Six: After the invoices are generated separately, you can edit the invoice to adjust the payment terms or invoice date back to the desired values without the line items recombining

Tips & Best Practices

• Tip #1: Tabs combines invoice line items based on two factors: billing start date and payment terms number. Changing either one will result in separate invoices or making both the same will combine invoices.

• Tip #2: If you need to maintain the same final payment terms, you can adjust them after the separate invoices are generated.

Troubleshooting / Common Errors

• Products still appearing on same invoice: Ensure you've modified either the billing start date or payment terms number for the product you want to separate.