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.