If you want to include more than just last month's orders in your customer's invoice, follow these steps.
To include all open pending orders as well as pending orders from ALL previous months in the monthly invoice, you can adjust a setting in your account. By enabling the toggle for "Add all open orders to the automatic generated invoices" in the Contracts section of My Center > Settings, you can ensure that all pending orders in the list will be included in the next monthly contractual invoice for the customer.
This way, you can provide a comprehensive overview of all outstanding orders, not just those from the most recent month.
Please do check in Customer > Settings > Billing > If Orders to Monthly Invoice toggle is enabled and the right contract is added.
Adjust the setting here
Navigate to the Contracts section under My Center > Settings > Contracts:
Turn on the option for "Include all open orders in the automatically generated invoices" and remember to save your changes. Once you enable this setting, all pending orders listed will automatically be included in the next monthly contractual invoice you create for the customer.
