You can bulk create consolidated invoices, for example, to consolidate all invoices for a client in one go. A consolidated invoice can be created only if there are two or more unpaid invoices for a client. Note that draft invoices cannot be included in the consolidated invoices.

1. Go to Clients & Patients > Invoices.
2. Select the filters and search options you want to use. The consolidated invoice is created from a filtered list. For example, if you want to consolidate all unpaid consultation invoices of a client, find the client using the search field and select the Due and Consultation filters.
3. Select Tools > Create consolidated invoices. The Bulk create invoices dialogue opens. If you want to view a list of the included invoices, select the Consolidated invoices button. Note that when bulk creating consolidated invoices, excluded invoices are not listed as when creating a consolidated invoice from selected invoices. The dialogue shows the total number of invoices being consolidated and the number of consolidated invoices that will be created.
4. Select Create.

See Also

Create Consolidated Invoices from Selected Invoices

Print Consolidated Invoices

Find Consolidated Invoices

Revoke Consolidated invoices

Refund and Credit Consolidated invoices

Updated 10 June 2024 10:04