Copy, Merge, and Summarize

The Merge and Summarize options are commonly used to bring large projects back together so the customer receives one consolidated invoice. As with the other Copy Merge function this is just a printout, not a physical merge.

After you have copied an invoice multiple times to generate a separate invoice for each unit, the builder may want to receive a consolidated invoice putting this all back together. This may be for the whole project or might be just for the suites delivered this week.

Currently, this procedure will merge all these invoices together but it will NOT accumulate and total each model line.

Lets start with 10 copied invoices:

Now you need to multi select. You must click the yellow highlighted area:

Now you can go to Copy - Merge & Summarize to print this out:

As mentioned before this is not currently merging the lines into one line per model with a quantity; it is still printing each detail line separately.