Navigation:  Key Concepts > Invoicing Options > Batch Convert / Merge Pending Transactions

From the Pending Orders In Process screen, you may convert multiple orders to invoices as a batch thereby saving time and effort.  One could also merge multiple orders belonging to one customer into just one invoice for the customer.

A few rules need to be observed which will affect whether or not the pending transaction will be converted to an invoice.

If several orders are ready to be converted at the same time, or if a customer has more than one pending layaway or order, you can choose to batch convert or merge them into one invoice.

Merge Tagged Transactions - Creates one consolidated invoice.  If there are backordered items on any of the orders, they will be retained under one consolidated order.

One-At-A-Time - Automatically creates a separate invoice for each tagged order.  However, there are some rules regarding conversion.  1) the amount due must be 0.00; in other words it must be already paid in full.  2) if there are backordered items then the order will not convert to an invoice.

 

A) Tag the pending orders to combined.

B) Choose the Convert Button

C) Choose an appropriate option if the Balance has not yet been paid in full

Typically, you would not want to batch convert if the customer is not present to make final payment.  If the customer has a sufficient credit limit, then POSitive can apply the balance due to Accounts Receivable and the customer can be billed later.

D) Select Merge if all of the orders are for the same customer.

Select Convert One-At-A-Time if the orders are for different customers