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Issue

My client needs to generate a single invoice for multiple subscriptions, and this should not be dependent on the customer but on another criterion, such as the office of the company or the type of service. 

How could I do this using the Scheduled Action that generates the invoices in a single invoice?

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Solution

1-Create the main contact and add additional contacts and addresses based on a specific criterion (in this case, the business unit of my client).



2-Check the "Consolidate subscriptions billing" option in the sales settings.


3-Ensure that "Customer Addresses" is active in the accounting settings.




4-Create the subscriptions and associate them with the respective customers based on the business unit.




Now, with three subscriptions (2 for the customer "Auto section" and 1 for "medical section"):

  • Auto section: Subscription 1
  • Auto section: Subscription 2
  • Medical section: Subscription 3

When the action schedule of the subscription is executed, two invoices are generated - one for the Auto section subscriptions and one for the Medical section subscription.




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