You can bulk create consolidated invoices, for example, to consolidate all invoices for a client in one go. A consolidated invoice can be created only if there are two or more unpaid invoices for a client. Note that draft invoices cannot be included in the consolidated invoices.
Go to Clients & Patients > Invoices.
Select the filters and search options you want to use. The consolidated invoice is created from a filtered list. For example, if you want to consolidate all unpaid consultation invoices of a client, find the client using the search field and select the Due and Consultation filters.
Select Actions > + New consolidated invoice. The create consolidated invoices dialogue opens. If you want to view a list of the included invoices, select the Consolidated invoices button. Note that when bulk creating consolidated invoices, excluded invoices are not listed as when creating a consolidated invoice from selected invoices. The dialogue shows the total number of invoices being consolidated and the number of consolidated invoices that will be created.
Select Create.