Consolidate Payment Invoice For Free

Consolidated invoicing combines all these individual invoices into a single invoice that you can send across to your customer.

To create invoices or cash sales from multiple sales orders: Go to Transactions > Sales > Fulfill Orders (Administrator). On the Fulfill Orders page, select the customer for whom you want to create an invoice or cash sale, or select All to list all open sales orders.

Using consolidated invoices is a smart way to simplify and speed up the invoicing process....Best of all, you can create a consolidated invoice in just three steps: Determine the invoice billing period. Keep detailed records. Write up your invoice.

A consolidated invoice is when a customer pays for multiple services or products at the same time. They are common in industries such as SaaS where a customer company might use several different services offered by the same provider that would otherwise be invoiced separately.

Combine Multiple Invoices Into One Go to Transactions > Invoices. Click Combine Invoices. Select the customer that you want to invoice. Check the box next to the invoices you want to combine. Click Combine Selected Invoices.

The consolidated invoice combines charges of multiple subscriptions into a single transaction and hence the invoice is paid by a single payment method (for example, paid in full by credit card, ACH, or direct deposits). Consider this example of multiple subscriptions of a single customer.

If you are collecting retainer fees from your clients, then you will need to do so through a retainer invoice. These invoices for retainer fees are bookkeeping documents that must be created at regular intervals, allowing both the provider and the client to input payments into their accounting systems.