Invoice - Pro Rata & Grouping

[voice2net]

Hi Guys,

 

I have a query, and I have been doing some testing, but cannot get it to work how I want.

 

The situation is that we have a customer who has 90-100 products, of at least 5 different types. We wish all payments to be made on a monthly basis, as they are a large organization, and dont want to be paying each and every product via a different invoice. So we have set up billing to happen on the 15th of each month. This works fine for existing products, and the system produces one invoice on the right date.

 

However, the issue is that as soon as they add a new order via the customer portal, it creates a new, separate invoice for that product, due X days from the order date (where X is our invoicing period). This means if they order 9 new products, they will have 9 different invoices plus the monthly invoice.

 

Is there a way to make the 9 new product mentioned above, all under one invoice? So then, on the 15th of the month, they have one invoice for all the existing monthly products and a once off separate invoice for the 9 new products, pro rata, also due on the 15th. Obviously, this would be combined into the main monthly invoice for the next billing period.

 

Any suggestions on how to do this better also appreciated...or let me know how to enable it to work that way.

 

Thanks!