How to Merge Invoices by the Same Client

Overview

CompanyOn allows invoices to be merged for the same client when multiple invoices need to be consolidated into a single billing workflow.

This is useful when:
• A client has multiple unpaid invoices
• Multiple services were provided across separate visits
• A clinic wants to simplify payment collection

Steps to Merge Invoices by Client

1. Open the Billing module

2. Select the invoices belonging to the same client

3. Click Merge Invoices

4. Confirm the merge action

5. Save the merged invoice

What Happens Next

• A consolidated invoice is created
• Billing becomes easier to manage
• Payment tracking can occur from one invoice instead of multiple separate invoices

Best Practices

• Verify invoice ownership before merging
• Review services and balances carefully
• Use merged invoices to simplify client payment workflows