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.

Merge Invoices #

To merge invoices:

1. Go to the Invoices tab in the client profile. #

Go to the client’s profile’s Invoices tab.

2. Select the invoices to combine. #

Select the checkboxes next to the invoices that you wish to combine.

3. Merge the invoices. #

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.

Last modified: January 2, 2025