You can merge any number of Invoices into a single Invoice. How it works depends on what type of jobs the Invoices contain.
Warning: If you sync with Quickbooks, you should be aware that using the merge feature for Invoices will cause balance discrepancies in both Quickbooks and Service Autopilot because Quickbooks cannot merge Invoices . We strongly recommend that you do NOT merge invoices in Service Autopilot if you sync with Quickbooks.
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.
Note: 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:
- Go to Accounting > Invoices.
- Check the boxes next to the Invoices you want to merge.
- Hover over Actions.
- Select Merge.
- On the Merge Invoices dialog, select which Invoice all items will be moved to.
- Click Merge Invoices.
Caution: 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.