How to merge two or more invoices as one.

Merging Invoices:
If you want a systematic way to manage your invoices, you can select the option of merging them. AutoGarage Network CRM has a feature of merging invoices, that will help you to merge the different invoices that you have newly created or are already existing into a single invoice. The information carried by separate invoices will automatically be transferred to the single invoice where you have merged all of your invoices in. The feature is helpful in case your customer has some of the unpaid invoices and still books with you. In this situation, you will want to prevent your customer from paying for multiple invoices. By using this feature, he has to pay just one invoice.

How can one tell that there are invoices available to be merged?

If a new invoice has been created– The CRM will check for the available invoice to be merged, as soon as you select a particular customer. When you choose a customer, the system then will automatically check, if the customer has a lingering newly created invoice or not. If he has, the CRM will show you an option to merge it into a single invoice of that customer.

If you are looking for an existing invoice from the admin panel– At the top of your screen, you will see the available invoices. You can edit it for the necessary updates by clicking on the edit button.

If you are using the edit invoice option– When you choose the edit option, the available invoices for merging can be seen almost immediately.

The invoices that will be available for merging has to fall only in the category of Unpaid, Overdue, Draft; else they will not be shown.

Like if the invoice has the status of partially paid, then you will not be able to merge it with other invoices.

How can you merge an invoice with the other?
As soon as you choose the option of create/edit invoice, at the top, you will be able to see the invoices that are available for merging.

To merge multiple invoices, take the help of the checkbox provided alongside the number of the available invoices.

Once you click on the checkbox and the field is checked, the invoice will automatically show in the invoice of the customer that you are currently working on.
You should mark the merged invoice as a cancelled invoice instead of deleting the invoice. As merging the invoices create a discontinuity with the numbering of the invoices and cancelling them will exclude them from the report. If you don't want any discontinuity in your invoice history, then don't merge them. You can also edit the invoice number manually in order to prevent this discontinuity from happening.