vWork’s Consolidated Invoicing feature simplifies the billing process for both you and your customers when you do many jobs for a single customer. Instead of sending separate invoices for each completed job, consolidated invoicing allows you to combine these invoices into a single, comprehensive invoice in MYOB AccountRight. While there is a little bit of extra configuration required to set your vWork account up for Consolidated Invoicing this is not difficult.

Consolidated Invoicing is an optional feature with vWork’s MYOB AccountRight integration. If you want to find out more about Consolidated Invoicing or add it to your vWork account, please email support@vworkapp.com.

🔔 Note: At this time (December 2023) Consolidated Invoicing is available to use with MYOB AccountRight only. If you require this feature to work with one of our other integrations, please let us know at support@vworkapp.com

In this article

This explains the integration settings and other vWork settings you must configure to make full use of consolidated invoicing in vWork.

Topics include:

• vWork setup for Consolidated Invoicing
• Integration settings for Consolidated Invoicing
• Customer settings for Consolidated Invoicing
• Job templates and jobs
• Related Articles

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vWork setup for Consolidated Invoicing

In order to use Consolidated Invoicing in vWork you must first have some things in place in your vWork account.

User permissions

You must have the ‘Admin’ web app permission to use Consolidated Invoicing. This enables you to sync your invoices with your vWork integrated finance application. No other user permissions are needed to use Consolidated Invoicing in addition to the standard user permissions needed to generate invoices and integrate with your finance application. Usually this is  a minimum of Admin, Jobs, and Customer web app permissions. 

Invoicing enabled

Your vWork account must have invoicing enabled in the Finance settings.

Invoice approval

Before individual job invoices are able to be consolidated you must approve them. This means you must have the ‘Approve Invoice’ optional feature added to your account before you can start using Consolidated Invoicing.

Finance integration

You must have vWork integrated with an approved finance application.

🔔 Note: At this time (December 2023) Consolidated Invoicing is available to use with MYOB AccountRight only. If you need this feature to work with one of our other integrations, please let us know at support@vworkapp.com

Consolidated Invoicing option added

You must also have the ‘Consolidated Invoicing’ optional feature added to your vWork account. Our support team can help with that; email support@vworkapp.com with your request.

Integration settings for Consolidated Invoicing

When Consolidated Invoicing is added to your account you will notice two changes to your Integration settings:

1. No automatic sync setting
   We have removed the automatic sync option from the integration settings for your finance application. This is to prevent single invoices from being synced with your vWork integrated finance application the moment they are approved. We require you to manually sync your invoices when you have the Consolidated Invoicing option added to vWork. 
   
   
2. Invoice Consolidation default customer setting
   You will see a new section, directly under your vWork integrated finance application's settings, called ‘Consolidated Invoicing Settings’. This is where you configure the default invoice generation setting for your customers. We explain this in detail in the article, Customer settings for Consolidated Invoicing. 
   
   

Customer settings for Consolidated Invoicing

You can also override the default integration settings for selected customers in their customer record. This enables you to tailor how invoices are managed for all your customers. There is more information about this in the article, Customer settings for Consolidated Invoicing.

Job templates and jobs

You don’t need to do anything special with your jobs and job templates to make them work with Consolidated Invoicing. However, you may like to consider what you include in the invoice ‘Description’ in the Invoicing tab. The information in the ‘Description’ shows in the line item for the job in the consolidated invoice. You can read more about what is useful to include in the article, Invoice ‘Description Tokens’ to use with Consolidated Invoicing.

Related Articles

• What is Consolidated Invoicing
  This article provides an overview of what Consolidated Invoicing is in vWork and explains what you can expect when using this optional feature with your vWork integrated finance application.
  
  
• Customer settings for Consolidated Invoicing
  This article explains the default settings for Consolidated Invoicing and the customer-specific default setting override for selected customers.
  
  
• Invoice 'Description Tokens' to use with Consolidated Invoicing
  You can ensure the consolidated invoices you generate in your integrated finance application are easy for your customers to interpret by providing relevant information in the vWork invoice Description. This article makes recommendations on the Description Tokens you can include in jobs and job templates to cater for your unique situation.
  
  
• Consolidate many vWork job invoices into one invoice using MYOB AccountRight
  This article explains the steps to generate consolidated invoices from completing a job to reviewing the consolidated invoice in your vWork integrated finance application