Merge invoices into a New Invoice
You can combine multiple unpaid invoices into a New Invoice. Merging invoices allow you to take Grouped invoices and combine them with regular or master invoices. Merging can also make it much faster to create a new invoice without having to delete all the old invoices and re-invoice the line items.
Warning
Merging invoices is similar to deleting invoices. If you do not allow users to delete invoices, you should not use this feature.
You must have permission to access the Merge Invoice page and should have the ability to delete invoices.
You can find the Merge Invoice page by going to Billing > Invoices and click on Merge Invoices.
The merge invoice page requires you to search by a billing company. You can only merge invoices that are associated with the same billing company, you can merge invoices between companies.
Search by the company to find all eligible invoices. There are some rules as to what makes an invoice eligible for merging.
The invoices can't have any payments applied.
You can't merge any split or installment invoices.
You can't merge invoices in a closed GL period. You must rebill the items and re-invoice them. You can merge the new invoices.
Merging invoices will remove the old invoices from the system. You can see these transactions on the Invoice History page. You won't be able to reinstate the removed invoices.
When you merge the invoices, you will have to have to specify a new template and invoice dates. After the merge is completed, you will see your new invoice on the Invoice page.
Notice
You can only merge invoices up to 25 line items. You will get a warning that you can't merge invoices if they have a total of 26 line items or more.