Skip to main content

How do I create a multi-client consolidated invoice?

Consolidated invoices

Updated this week

Create one invoice that combines charges for more than one client by following these steps:

Start a multi-client consolidation

  • Go to Billing → Consolidate Invoices.

  • Use filters to select multiple clients (you can also filter by Service, Status, and/or Date—pick one or more), then click Apply.

Select items

  • Check the invoices you want to include; unselected items remain listed below.

  • (Optional) Click the eye icon to preview any original invoice.

Name & template

  • Enter a name for the consolidated invoice (required).

  • No template selection needed—for multi-client consolidations, a template is auto-selected.

Draft or generate

  • Save & Review to keep it as a draft

    • You can then send the invoice later via the Mail option

  • Generate Invoice to proceed to sending.

Send

  • Enter the destination email address

  • (Optional) Add a custom message; otherwise the default email text is used.

  • Click Send Mail.

After consolidating

  • Preview the consolidated invoice anytime.

  • Edit to add/remove included invoices (adjust Service/Date/Status filters as needed).

  • Mark as Paid when payment is received.

  • Undo to unconsolidate; all items return to the Billing table as separate entries.

    • You can't unconsolidate a Paid invoice

Notes: You can combine invoices across multiple clients in this flow. If an item shouldn’t be included, simply leave it unchecked and it won’t be added to the consolidated invoice.

Did this answer your question?