Skip to main content

How do I create and manage a consolidated invoice for one client?

Consolidated invoices

Updated this week

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

Did this answer your question?