Consolidated invoicing allows you to combine multiple job invoices into a single invoice for your customer. This helps streamline billing and reduce invoice clutter while still maintaining clarity in your financial reports. Each job included will be itemised separately in your profit report.
Available on the Go Paperless plan and above.
How to add a consolidated invoice
âĄď¸ Customer record > Quick Links > Invoices
Click Add new consolidated invoice.
Enter a description for the invoice. The invoice number will be automatically generated.
Check or update the Invoice date and Payment due on date.
Add details like Business unit, User group, and Invoice notes if applicable.
In the jobs table, use the filters to narrow down which open jobs to include:
Required fields are marked with an asterisk (*).
If any job has a blank Total price column, you must enter a value.
Ensure each job has the correct Invoice type selected.
A grand total will be calculated at the bottom of the invoice.
Click Save to finalise. To save as a draft, open Advanced options and check Save as draft.
To email the invoice to the customer, tick the checkbox.
If you select Final Invoice, a confirmation dialogue will appear. This warns that saving the invoice will cancel any future diary events for the associated jobs. Ensure all jobs are ready to be closed.
Viewing a consolidated invoice
âĄď¸ Customer record > History > locate the invoice > click View
The invoice displays as a single document with one invoice number, marked to show it contains multiple jobs.