TOTALS User's Guide > Documents > How To Merge Documents

How To Merge Documents

Select all documents to merge

Choose Process as...->Document type form the context menu

Right-click on the selected documents to reveal the context menu.
Choose the distant document you want to create from the selected documents.

Choose "Create" in the next window

1- Uncheck references if the new document should not be linked to the source documents. 

Linked documents will be balanced depending on their balance type. For instance, if you create a credit note (credit) and link it with an invoice (debit), the invoice will be balanced with the newly created credit note.

Therefore, if you duplicate a document, for instance, you might not want to link the new document with the source document.

2- Uncheck line items you don't want to include to the new document.