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Combining invoices through the Combine Tool
Combining invoices through the Combine Tool

Merge supporting documentation into a single invoice

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a week ago

When documents are sent in as separate attachments, will interpret them as multiple invoices and process them singly. If they need to be combined, use our Combine functionality!

Accessing the Combine Tool

To combine the files into a single invoice, first select the invoices, then click on the ‘More’ button at the bottom of the screen and select ‘Merge’ (or alt + c).
Please note, the AI will reprocess the combined invoice, so any changes made to invoice coding will be overwritten.

Using the Combine Tool

There are three components to the Combine tool, and left to right they are:
1. Adding more documents

2. Staging area of selected documents

3. Combined document

Add More Documents via the left side of the page. You can add more items to merge by:

1. Entering the ID #
2. Click any of the last 10 invoices loaded into

The Staging Area shows which items you have selected. To get them into the Merge field you can:

1. Click "merge all" to transfer all documents to the Merge field

2. Drag and drop individual pages into the Merge field

The Merge Field is where you confirm the order that the pages should be in, before finalizing the combine action. You can drag and drop to rearrange pages as desired.

Once satisfied with your changes, click the "save" button at the bottom of the tool to confirm.

Otherwise, click "reset" to begin again!

See merging using our combine tool below:

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