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How to generate 'Consolidated Invoice'?

You have the option to create a consolidated invoice for a business customer, which combines all outstanding (unpaid) invoices into a single consolidate invoice document. Please note this action is irreversible. 

IMPORTANT NOTE: When you generate a Consolidated Invoice, all the individual invoices used to create the Consolidated Invoice are marked as 'VOID'. 


Step 1: - Navigate to the left-hand side and click on the 'consolidated invoices' tab in the car and van rental management system.


go-to-consolidated-invoice-tab-under-billing


Step 2:- Click on 'Generate Consolidated Invoice'


click-generate-consolidated-invoice-option-coastr

Step 3:- Select the business customer and select the start date and end date. The system will generate all consolidated invoices within the selected time period. for which you want to generate invoices.


enter-business-customer-name-and-date-range



Step 4:- Select the booking using the checkbox button for which you want to generate the consolidated invoice and click on the “Generate Invoice” button.

select-invoices-and-click-on-generate-invoice-coastr



Step 5:- Once all the steps are complete, the system will generate the consolidated invoice for the specific booking.


consolidated-invoice-is-generated

Step 6:- Scroll down to find options to send email to customer, download invoice or record a payment

scroll-down-to-find-send-email-download-coastr

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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