Invoice - Consolidated Report

When using RTasks billing, you may wish to use the "consolidated invoice" option.  Consolidated invoices will allow you to combine two residents' total charges on one invoice or statement.   

Consolidated Invoice Setup:

  • Go to Profiles > Resident > Click on a resident profile (This would be the "Primary" person for a shared invoice)
  • Click Billing
  • In the Household Shared With option list, select the resident who will be on the consolidated/combined invoice

 

Invoice Consolidated Report: 

  • Process and post billing as usual
  • Go to Fax/Print > Reports > search for Consolidated
  • Select the report Invoice - Consolidated (May have a custom name for your database)
  • Select the Invoice Date (The most recent is sorted to the top)
  • Select All Residents or one name from the option list
  • Click: Create Report

Sample Report:

  1. The invoice will be addressed to the "Primary" resident (not the one select under "Household Shared with) OR the Billing contact for this resident
  2. Each charge will indicate which resident generated the charge
  3. The report will show a combined total for both residents