V3 Invoices List Screen - Merge Invoices

You can merge any number of Invoices into a single Invoice. How it works depends on what type of jobs the Invoices contain.

If, however, you sync with Quickbooks, you should be aware that using the merge feature for Invoices will cause balance discrepancies in both QB and Service Autopilot because QB cannot merge Invoices . We strongly recommend that you do NOT merge invoices in SA if you sync with QuickBooks Desktop OR Online.

If the Invoices to merge contain only non-contract jobs, it is a simple process. The jobs from the other selected invoices will be added to the list of jobs on the master Invoice. The original selected invoices are deleted.

When all Jobs on the Invoices are contract Jobs, all Jobs from the selected Invoices are added to the end of the list of Jobs on the master Invoice. The original selected Invoices are deleted.

While it is possible to merge Contract and non-Contract Invoices, we do not recommend this. The Contract Jobs are added to the end of the list of Contract Jobs on the master Invoice. The non-Contract Jobs are added to the Invoice and designated as non-Contract. The original selected invoices are deleted.

To merge Invoices, use the following steps:

  1. Go to Accounting > Invoices.
  2. Apply filters, if needed, to view Invoices
  3. Check the boxes next to the Invoices you want to merge.
  4. Click Advanced Actions.
  5. Click Merge

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  6. On the Merge Invoices dialog, select the one Invoice that others will be merged to. 

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  7. Click Save.

Merging Invoices is a permanent action that cannot be undone. If you need separate Invoices after merging, they will need to be manually re-created. 

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