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:
UK: Go Paperless and above
US: All-in-one 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. The checkbox only appears if the customer has an email address saved on their account.
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.
Common questions
Why is there a small time charge on my consolidated invoice?
Why is there a small time charge on my consolidated invoice?
A small time charge appears on a consolidated invoice when a user was on site for only a short time. The charge is the time on site multiplied by that user's sales rate, set against the user in Settings, so ten minutes on site can add a charge of a pound or two. You can edit the amount on the invoice before you save it.
Can I add jobs created from an estimate or an opportunity to a consolidated invoice?
Can I add jobs created from an estimate or an opportunity to a consolidated invoice?
No. Jobs created from an estimate or an opportunity, along with their deposit invoices, can't be added to a consolidated invoice. Invoice these from the job itself.
Walkthrough
A consolidated invoice combines several jobs into one invoice. It is most common on commercial accounts, where the client's finance team expects one monthly or quarterly bill instead of one per visit.
đ Before you start, you need:
More than one completed job on the same customer, each ready to invoice
A plan that includes consolidated invoicing: Go Paperless and above in the UK, All-in-one and above in the US
By the end you will be able to combine several jobs onto one invoice and check each job's invoice type before you save it.
Watch a video
Practise this
Pick a customer of your own with more than one completed job in the last month, and decide whether they would rather have one bill or one per visit. Then write down what it would take to bill them that way as a routine: when you would run it, and who would notice if you stopped.
Check what you know
Why would a customer ask for a consolidated invoice instead of one invoice per job, and what does SunComfort keep by using the feature rather than just totalling the jobs by hand?
Why would a customer ask for a consolidated invoice instead of one invoice per job, and what does SunComfort keep by using the feature rather than just totalling the jobs by hand?
They want one document to check and pay once, rather than several arriving separately. Using the feature rather than adding the jobs up manually means SunComfort keeps the individual job records intact behind the single invoice number, so the detail of each visit is still there when anyone queries a line.
Claire is building a consolidated invoice and one of the jobs has a follow-up appointment booked for next week. She selects Final as the invoice type for that job. What happens, and what should she do?
Claire is building a consolidated invoice and one of the jobs has a follow-up appointment booked for next week. She selects Final as the invoice type for that job. What happens, and what should she do?
Commusoft shows a confirmation warning telling her that finalizing the invoice will cancel any future diary events for that job. She should not confirm. Final means the job is finished, and this one is not â the follow-up visit would be removed from the diary and nobody would know until the customer asked where the technician was.
Summary
Claire raised one invoice for several completed jobs from the customer record. She opened Quick Links, chose Add new consolidated invoice, selected the jobs, and checked each job's invoice type before saving.
đĄ Key takeaways
One invoice number: links back to every job it covers, so each visit's detail is still there if someone queries a line.
Invoice type: check it for each job. Final cancels any future appointments for that job.
Totals: fill in any job with a blank total price before you save.
You'll know it's right when the consolidated invoice sits in the customer's History under one number, and its total matches the jobs you selected.