How to Sort Batch Generated Invoice Items by Item Date, Then by Custom Sorting

Previously, batch generated invoice items were sorted by Account Code, then by Item Date.
Also, if Sinking Fund is recorded as Liability, Sinking Fund 3101 appears before Maintenance Charges 6101.

A new setting is now available to sort invoice items by Item Date first.

Then, items with the same date will follow the Custom Sorting order set in Setting of Items for Batch Generation.

Step 1: Open Document Settings

Go to Settings > Document Settings.

Step 2: Change Invoice Item Sorting to “By Item Date”

Under Invoice Settings, set Item Sorting to "By Item Date".

This will sort batch generated invoice items by date first.

Step 3: Set the Sorting Order for Items with the Same Date

Go to Charges > Setting of Items for Batch Generation.

In the Sorting column, enter the order you want items to appear when they have the same date.

Revise the Sorting:

Maintenance Charges = 1
Sinking Fund = 2

Then click Save.

Result of Revised Sorting:

After the setting changes, you may then batch generate invoices as per usual.