Merge or Split Invoices

You can merge multiple documents to one invoice, or split one document to multiple invoices.

Introduction

Merge Invoices

Split Invoices


Introduction

Occasionally, a Supplier could send separate emails with documents that relate to a single invoice. These can be merged into a single invoice.

 Also, you could receive a single PDF that contains multiple invoices, which you can then split to separate invoices.

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Merge invoices

On the Check Invoice screen, it is possible to merge multiple invoices into one.
The invoices must belong to the same Payable account.

  • Go to Invoice Automation > Check.
  • Tick the invoices that you wish to merge together.
  • Click Actions.
  • Click Merge Selected.

merge selected invoices-1-replacement

 

On the Merge Invoices screen, the invoices are displayed.

  • Click Confirm.

merge selected invoices-2-replacement

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Split Invoices

Where you received a single PDF containing multiple invoices, you can split the pages to separate invoices.

  • Go to Invoice Automation > Check.
  • Select the invoice that you wish to split.
  • Click More. The number of pages will be shown, e.g. 4 in this example.
  • Click Split document.

 

split invoice pages 10093-1

 

On the Split Document screen:

  • Enter the page numbers, separated by a comma, that you wish to split after. Enter the page numbers in numeric order.

TIP: New records will be created for each page that has been split in the check screen under the Supplier that was saved against the record.

  • Click Confirm.

split invoice pages 10093-2

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Last updated: 16 January 2024