Asset Intelligence and Management

Consolidated Invoices in EZRentOut

By default, all invoicing on EZRentOut is done for single orders. However, certain businesses may prefer receiving a singular invoice for all their orders. This simplifies order referencing and is possible with EZRentOut’s consolidated invoices.

Generate consolidated printouts for multiple orders – be it a recurring order or a business or customer order.

A consolidated invoice for a customer includes complete details for all orders in a set duration. It acts as a customer statement to remind them of outstanding invoices and their account activity.

Let’s see how you can utilize these in EZRentOut.

1. Printing consolidated invoices

To access a consolidated invoice for a recurring order, go to Customers → Click on relevant customer → Open the Orders tab on the Customer Details page and hit ‘Print Consolidated Invoice’ to generate a single invoice for all or multiple selected recurring orders.

print consolidated invoice

When you click the ‘Print Consolidated Invoice’ button, an overlay appears. Here, you can choose which template you want to use. You can also select whether you want to email the invoice to the customer or want to save the PDF to the Customer’s documents.

print invoice overlay

Once you hit the ‘OK’ button, a downloadable PDF file pops up. This is what it looks like:

Consolidated invoices printed

Apart from generating a consolidated invoice from the Customer Details page, you can also generate it from the Business Details page.

2. Email consolidated invoices to customers/businesses

When printing the consolidated invoice, you can also choose to email it to the customer. When you select the ‘Send as an email to the customer’ option, the overlay expands to ask for further details. A PDF of the consolidated invoice is created and then automatically attached to the email.

email in invoice overlay

3. Consolidated invoices in printout templates

You can also customize the consolidated invoice template as you wish. To do so, go to More → Printout Templates → Orders tab and select the ‘Clone and Edit’ icon to customize the template or simply create a new one.

consolidated statement templates

Once you hit the ‘Clone and Edit’ button, you can add, delete, or customize the following sections of a consolidated invoice as you wish:

Overview of consolidated invoice

By default, the ‘Attached Orders’ section is hidden and does not get printed on the invoice. If you wish to print this section, click on the three dots at the bottom right that are highlighted below:

attached order section

Clicking on the dots opens up the following dialog box:

customize consolidated invoice

Choose the ‘Show section’ option and don’t forget to hit the ‘OK’ button to save the changes.

Have any questions?

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