Create one invoice that combines multiple invoices for the same client by following these steps.
Start a consolidated invoice
Go to Billing.
Either select the client → Consolidate Invoices, or click Consolidate Invoices first and then choose the client.
Filter & select items
Filter by Client, Service, Date, or Status (only one is required), then click Apply.
Select the invoices you want to include.
Date of service = the date the original invoice was created.
Click the eye icon to view any original invoice.
Any unselected items remain listed below.
Note: You cannot mix currencies in a consolidated invoice.
Name & template
Enter a name for the consolidated invoice (required).
Choose a saved invoice template.
Draft or generate
Save & Review to keep it as a draft, or
You can then send the invoice via the Mail option
Generate Invoice to proceed to sending.
Send to the client
For a single client, the client’s email auto-populates.
Add more recipients by entering the email and clicking the + button.
(Optional) Add a custom message; if blank, the default invoice email is used.
Click Send Mail to email the consolidated invoice.
After consolidating
Preview at any time by selecting the consolidated invoice and clicking Preview.
Edit to add additional invoices later (adjust Service/Date/Status filters as needed).
You can remove invoices and resend.
Note: You can’t edit a paid invoice.
When payment is received, click Mark as Paid to close it.
Undo / Unconsolidate
Click Undo to break the consolidated invoice apart; all items return to the main Billing table as separate entries.
You can't unconsolidate a Paid invoice