The Merge Invoices feature in Quotify CRM allows you to combine multiple existing invoices into one, making it easier for customers to pay a single invoice instead of handling multiple payments.
🧾 When to Use This
If a customer has multiple unpaid or draft invoices and you’re issuing a new one, you can merge all outstanding invoices into a single consolidated invoice.
🔍 Where to See Merge Options
Quotify CRM will automatically detect invoices eligible for merging in these areas:
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When creating a new invoice:
After selecting a customer, eligible invoices (Unpaid, Overdue, or Draft) will be displayed at the top. -
When previewing an invoice:
If other mergeable invoices exist, a notification bar will appear with an option to view and merge them. -
When editing an invoice:
Merge suggestions appear automatically if applicable invoices are found.
❗ Only invoices with statuses Unpaid, Overdue, or Draft are eligible for merging.
Invoices marked as Partially Paid, Cancelled, or Paid cannot be merged.
✅ How to Merge Invoices
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Go to Create or Edit an invoice.
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If eligible invoices are available, a notification bar will appear at the top.
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Select the invoices you want to merge using the checkboxes.
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The line items from the selected invoices will be added automatically to your current invoice.
⚙️ Additional Options
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Mark merged invoices as Cancelled:
Helps avoid invoice number gaps while preserving historical records. -
Avoid invoice gaps?
Merging invoices will result in skipped invoice numbers. If this is a concern, consider adjusting invoice numbers manually after merging. -
Reporting Impact:
Cancelled invoices are excluded from reports and will not trigger overdue reminders.