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Merging Invoices

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Merging invoices is a feature in the CRM that allows you to merge/include already created invoices into 1 invoice bypassing all the invoice info to the new invoice. This feature is used if your customer has other unpaid invoices but you need to create another invoice for the customer and you want to prevent your customer to pay multiple invoices, in this case, your customer will only need to pay 1 invoice.

How to check if there are available invoices to be merged?

Available invoices to merge are showing in different places.

  1. When creating a new invoice – Available invoices to merge are shown after selecting the customer, the system will check if there are available invoices to be merged into the invoice you are creating for the selected customer.
  2. When you preview the existing invoice from the admin area – Available invoices will be shown on top and you can click on the edit button to apply the necessary action.
  3. When you edit an existing invoice – Available invoices for merging are shown immediately after entering the edit invoice area.

 

You can merge invoices only that belong to the following statuses: Unpaid, Overdue, Draft.

 

Eq. If the invoice you edit is with the status Partially Paid you won’t be able to merge existing invoices in this invoice with the status Partially Paid.

How to merge the invoices?

When you create/edit an invoice on the top a message will be shown if there are invoices available for merging.

merge invoice

You can merge multiple invoices by clicking on the checkbox on the left side from the invoice number.

After the field is checked the invoice items will be auto-added in your existing invoice that you are currently creating or editing.

Additionally, you can mark the merged invoices as canceled instead of deleting because merging invoices will create gaps in invoice numbers. Please do not merge invoices if you want no gaps in your invoice history. You also have the option of manually adjusting invoice numbers if you want to fill the gaps.

Canceled invoices are excluded from the reports and overdue reminders are disabled.
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