7.10. Merging Invoices

Nexved CRM provides a feature to merge invoices, allowing you to combine multiple unpaid invoices into a single one. This is especially useful when your customer has multiple unpaid invoices, but you wish to consolidate them into a single invoice to streamline the payment process, ensuring your customer only has to make one payment.

How to Check Available Invoices for Merging?

You can check for available invoices to merge in different places within the system:

1. When Creating a New Invoice:

   • After selecting a customer, the system will check if there are any unpaid, overdue, or draft invoices related to that customer that can be merged with the new invoice you're creating.

2. When Previewing an Existing Invoice:

   • If you open an existing invoice from the admin area, the available invoices to merge will be shown on the top. You can click the edit button to apply the necessary action.

3. When Editing an Existing Invoice:

   • When you enter the edit view for an invoice, available invoices for merging will be immediately shown at the top.

Note: Only invoices with the statuses Unpaid, Overdue, or Draft can be merged. Invoices with the status Partially Paid cannot be merged with others.

How to Merge Invoices?

When creating or editing an invoice, if there are invoices available for merging, a message will appear at the top of the invoice interface. You can merge invoices by following these steps:

1. Select Invoices to Merge:

   • Click on the checkbox next to each invoice number that you want to merge with the current invoice.

2. Merge Invoice Items:

   • After checking the invoices to merge, the invoice items from the selected invoices will be automatically added to the invoice you're creating or editing.

3. Mark Merged Invoices as Cancelled:

   • You have the option to mark the merged invoices as Cancelled instead of deleting them. This helps maintain your invoice history and avoids gaps in invoice numbers.

   • Cancelled invoices are excluded from reports and overdue reminders, ensuring they no longer affect your invoicing workflow.

4. Handling Invoice Number Gaps:

   • Merging invoices may create gaps in the sequence of invoice numbers. If this is an issue, you can manually adjust the invoice numbers to fill any gaps.

Important Notes:

• Cancelled invoices will be excluded from reports and overdue reminders.

• If maintaining a continuous sequence of invoice numbers is important to you, be cautious about merging invoices.