Merging Invoices in PRO Software: A Smarter Way to Manage Billing

For businesses that generate multiple invoices for the same customer, managing payments efficiently can be challenging. PRO Software offers an easy-to-use invoice merging feature that consolidates multiple invoices into a single document, making it more convenient for both businesses and customers.

Why Merge Invoices?

Merging invoices helps to:

• Reduce the number of invoice emails sent to a customer
• Simplify record-keeping
• Enhance customer experience by providing a single, consolidated invoice

How to Merge Invoices in PRO Software

Before validating your draft invoices, follow these steps to merge multiple invoices for the same customer:

1. Access the Accounting Module: From the PRO Home Screen, navigate to the Accounting Module.
2. Select the Invoices: Click on Customers > Invoices from the top menu.
3. Group by Partner: Use the Group By tool to group invoices by customer.
4. Open the Customer’s Invoices: Locate the customer whose invoices you want to merge.
5. Select the Invoices to Merge: Check the boxes for the invoices that need to be combined.
6. Click the Action Button: Select Merge Invoices from the action menu.
7. Choose Invoice Date: A pop-up window will appear where you can set the date for the merged invoice.
8. Confirm and Merge: Click Merge Invoices to finalize the process.

Important Notes:

• Only draft invoices can be merged. Open or paid invoices cannot be merged.
• If you have trouble locating draft invoices, use the Group By tool to filter by status.

After Merging: Next Steps

Once invoices are merged:

1. You’ll land on a New Invoice Screen with all selected invoices combined into one.
2. The invoice will display individual invoice details as separate lines.
3. From here, you can:
   • Validate the invoice
   • Send it to the customer
   • Register payment

Streamline Your Billing with PRO Software

By merging invoices, businesses can enhance customer satisfaction and reduce administrative workload. Take full advantage of this feature to simplify your invoicing process and ensure a seamless payment experience for your customers.