Combine Customer Invoices for a Date Range

This feature gives customers the ability to combine open invoices for a date range for customers on 1 invoice.  Steps are:

  • First, post any invoices in the date range you want to post for customers who want individual invoices. (this will leave just customers who want a consolidated invoices)
  • Second, click combine invoices to send the invoices that need to be combined


  • Enter the date range (typically a month)
  • Enter the date that should appear on the invoice
  • When you post the invoice range it will put any open invoices for that customer on 1 invoice in QB
  • If you edit your QB template you can display the serviced date column showing the date of each invoice in RS