Invoice a customer's entries

This flow lets you list a customer’s entries, then select some of them to group on one invoice.

Note: only entries with status confirmed are eligible. Lines already linked to a validated invoice or an in-progress draft are excluded from grouping.

Procedure

1. Open Finances, then Customer entries.
2. Enter the customer name; pick the record from the suggestions.
3. Click OK to display all entries.
4. Click Analyze: the detailed view lists one line per operation.
5. Check confirmed entries that are not yet invoiced to include.
6. Selection menu → Add to invoice.
7. Choose New invoice or a provisional document in progress for that customer.
8. Confirm OK; continue editing or issuing as usual — see Create a quote or invoice.

Common issues

• No suggestions: spelling or create the customer record first.
• Analyze or Selection unavailable: Finances permissions with write access.
• Fewer lines than expected: lines not confirmed or already invoiced.
• Entry not confirmed: confirm it first (booking, cash register, etc.).