Users may now combine parts invoices so two separate payments and invoices are not required. 

Requirements for Combining Parts Invoices: 

  1. When combining a Special Order invoice parts must have already been received. 

  1. This feature is ONLY for parts Invoicing

  1. This feature is not available for parts requested for service or major units

  2. A new account must be created in Quickbooks:  

Name: Combined Clearing - DX1

Account Type: Other Current Asset


Note: ANY type of parts invoice can be combined together.  This includes “CASH” only invoices. 

Click the Sales Tile 

Note: For training purposes a part will be sold out of current inventory to show a key requirement for combining invoices 

Click on New Invoice from the menu on the left 

 Add the customer and the parts that will be sold out of inventory. 

Users can take any payments if applicable, however if the invoice is going to be combined DO NOT complete the sale.  Click Save in the upper right hand corner. 

When saving the user can choose to reserve the part for the invoice or not. 

Click the three dots in the upper right hand corner then choose Combine Invoice 

Use the search filters if applicable.  Once selected double click or click Add Selected 

Note: When combining Special Order Invoices all parts must have already been received.

If the Special Order parts have not been picked up users may click in the P/U field and manually enter the amount or choose Pickup All 

Click Combine Invoice.  Note: any payments that have been taken from the invoice being combined show as a Transfer amount in the payment section. Users may also override the transfer amount if applicable.  If an override is not  needed, click Combine Invoice one more time.

All parts are now on the invoice with the balance due reflecting the total of all parts 

Take payment as normal. 

Note: The Invoice cannot be saved again once the invoices have been combined.  Additionally, if the user clicks cancel the combining of the invoices will be undone.