Merge Invoices
Merging invoices allows you to combine multiple separate invoices into a single invoice. This is useful for when a client would like to pay for items on separate invoices together at the same time.
Mass Payments and Merging Invoices
Creating mass payment invoices and merging invoices are different processes.
- With mass payments, the system maintains separate invoices. When a client pays the combined invoice, the system applies credit to the original invoices and marks them paid.
- Merging invoices will actually combine all the individual invoice line items into a single invoice, deleting all but one of the merged invoices.
For more information about mass payments, see Create a Mass Payment Invoice.
Merge Invoices
To merge invoices:
- Go to the client’s profile’s Invoices tab.
- Select the checkboxes next to the invoices that you wish to combine.
- Click Merge.
The system will merge the contents of the lower-numbered invoice (the older invoice) into the higher-numbered invoice (the newer invoice). After you merge invoices, only the higher-numbered invoice will appear.
This process does not send any email to the customer. If you want to notify the customer, click Send Email.
Last modified: September 10, 2024