This feature is currently in beta. Please contact our support team if you’d like early access.
When creating an invoice directly from a job or through the “Auto Invoice” process, if there is an existing unsent invoice for the same customer, the new line items will be added to that invoice instead of generating a new one.
Setup
Navigate to Sitemap -> Company Profile -> Settings -> Job Settings
Enable the Auto Invoice Sweep option.
The next time you generate an invoice from a job, the system will automatically check for any existing invoice with a “New” status for the same customer.
If such an invoice is found, the new line items will be added to that invoice.
If no unsent invoice exists, a new invoice will be generated as usual.