Merged (Consolidated) Invoices

Overview

Standalone (job-based) invoices for the same customer can be merged, or consolidated under a "parent" invoice. The parent invoice can then be treated as a regular invoice that can later be modified or deleted if not needed.

Benefits 

Merging invoices is a straightforward process and proves beneficial in various scenarios. Here are a couple of examples:

• Consolidated invoices: send a number of invoices to the customer at the same time.
• Cycle Billing: It is useful for different billing cycles like bi-weekly, monthly, or quarterly.
• Minimal Paperwork: Catering to customer preferences, merging invoices reduces paperwork, streamlining the invoicing experience.

Specifics

Merge Invoices 

1. Navigate to Accounting - Billing. From there, select the relevant client from the Customer column. 
2. Next, check the boxes of the invoices you intend to merge. Please note that the invoices must be standalone (job-based) and processed to be eligible for merging. 
3. After selecting the invoices, right-click on the screen and choose Merge Selected Invoice(s).

1. The subsequent window that appears will resemble a jobless invoice that is called Parent Invoice, containing invoice line items that represent the merged invoices, referred to as Child invoices. 
2. Assign an invoice number to the parent invoice and process it.
3. System Type: defines what type of invoice this is (merged-parent).
4. The child invoices can be accessed by clicking on the tab Child Invoices. 

Child Invoice

1. Child invoice can be unprocessed to become editable. 
2. System Type: defines what type of invoice this is (merged-child). 
3. The user can access the parent invoice by clicking on the pencil icon next to the Parent Invoice number. 

Delete the parent invoice and restore the child invoices

1. In the "Invoice Activities" grid of Accounting - Billing, find the parent invoice which is categorized as Jobless Invoice in the "System Type" column. Open it and unselect Processed checkbox.  
2. After you save and close it, right-click on it and select Delete Selected Invoice. 
3. Once the parent invoice is deleted, the children invoices will show up separately in the grid.