Important: Before merging invoices by third party, the third-party information must be configured in each client profile. For instructions, refer to "How to Add a Billing Contact or Third-Party Invoicing".
Steps to Merge Invoices by Third Party
In the left sidebar, click the billing icon to open the Billing module.
Click on the "Invoices" tab.
Check the boxes next to the invoices associated with the same third party or facility.
Click the "Merge" button at the top of the list.
Select the third-party contact or organization.
Confirm the merge action.
Note: Once merged, a consolidated invoice is created for the organization with all associated services on one billing document.