--- title: "Consolidate multiple invoices into a single invoice" slug: "consolidate-multiple-invoices-into-a-single-invoice" tags: ["Area - Accounting", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - Owner Admin"] updated: 2026-07-22T21:42:34Z published: 2026-07-22T21:42:34Z canonical: "help.servicetitan.com/consolidate-multiple-invoices-into-a-single-invoice" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Consolidate multiple invoices into a single invoice ## Overview Consolidated invoices let office employees combine multiple open invoices for a single bill-to customer into one invoice. Each invoice stays separate in ServiceTitan for revenue recognition, while the customer receives one consolidated invoice. This helps property management and recurring services businesses bill customers clearly without manual workarounds. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - You can consolidate invoices for one customer at a time. All selected invoices must share the same Bill To customer. - Each invoice can belong to only one consolidated invoice. - Individual invoices remain intact in ServiceTitan for revenue recognition. Consolidation groups them for billing and presentation only. - A default Consolidated Invoice document template must be set up before you can print or send a consolidated invoice. For more, see Document Templates overview. - Consolidated invoices appear in the Customer Portal. The individual invoices that make up a consolidated invoice do not display separately there. - Consolidating invoices by adding them to a project was the previous method and is no longer the recommended approach. Use the consolidated invoice workflow described in this article instead. - When you consolidate invoices, the due date on each underlying invoice updates to match the consolidated invoice due date. This keeps statements and aging reports aligned with what the customer sees. ## Best practices - Consolidate invoices for customers who expect a single bill across multiple jobs, locations, or recurring visits, such as property managers and recurring services accounts. - Set up your default Consolidated Invoice document template before you start consolidating, so invoices are ready to print and send. - Confirm all selected invoices share the same Bill-To customer before you consolidate. ## Use cases - A property manager receives one consolidated invoice covering work completed across several of their locations in a billing period, instead of a separate invoice per job. - A recurring services business combines a customer's monthly visits into a single consolidated invoice for one payment. ## Enable consolidated invoice 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png). 2. In the side panel, go to **Invoicing > Configurable Billing**. 3. Click **Enable Consolidated Billing**. ![Instruction to enable consolidated billing for invoice management in accounting software.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/enable-consolidated-billing.png) ## Create a consolidated invoice When you consolidate invoices, the *Customer PO #* and *Invoice Summary* fields populate automatically from the underlying invoices. You can edit these values on the consolidated invoice, but your edits do not update the underlying invoices. To create a consolidated invoice: 1. Go to the navigation bar and click **Accounting > Invoices**. 2. In the *Invoices* module, select the open invoices you want to consolidate. > [!NOTE] > **Note:** All selected invoices must share the same Bill-To customer. 3. Click **Actions > Consolidate Invoices**. ![Invoice management interface showing review status and action options for invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidate-invoices.png) 4. On the *Consolidate Invoice* screen, review and adjust the consolidated invoice details: - **Invoice Date** (required): Defaults to today's date. Change it if needed. - **Payment Terms** (required): Select the payment terms for the consolidated invoice. - **Business Unit** (required): Select the business unit for the consolidated invoice. - **Default Print Template**: Select a print template, or leave as *(Unspecified)*. - **Customer PO #**: Populated automatically from the underlying invoices. When multiple invoices have different PO numbers, all values appear as a comma-separated list. Edit if needed. - **Invoice Summary**: Combines the invoice summaries of all invoices being consolidated. Edit if needed. 5. Under *Consolidated Invoices*, review the grouped invoices, totals, and balances. To remove an invoice from the group, click the delete icon on its row. 6. When finished, click **Save**. ![Consolidated invoices summary for ACE Properties with detailed service descriptions and payment terms.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-review.png) The consolidated invoice will appear in the customer portal and under the *Consolidated Invoices* tab in the *Invoices* module. Click on an invoice number to open the *Consolidated Invoice Details* screen and review the consolidated invoice. ## Manage a consolidated invoice Use the *Consolidated Invoice Details* screen to edit a consolidated invoice after you create it. > [!NOTE] > **Note:** You can only add or remove invoices in this screen. You won't be able to add individual invoice line items. ![Consolidated invoice details for HVAC services and associated payments and items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-details.png) ### Add or remove invoices 1. On the *Consolidated Invoice Details* screen, click **Add Invoices**. ![Invoice details for HVAC and Plumbing services, including totals and payment status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-addinvoice.png) 2. At the popup, select the invoices you want to add and click **Add Invoices**. ![User selects an invoice to add to a consolidated invoice list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-addinvoice-popup.png) The invoice is added to the list of invoices in the *Consolidated Invoice Details* screen. To remove an invoice: 1. Click the **Remove Invoice** icon. ![Invoice list showing service details, amounts, and payment statuses for various businesses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-removeinvoice.png) 2. At the popup, click **Remove Invoice**. The screen refreshes and the invoice is removed. ### Edit consolidated invoice details 1. On the *Consolidated Invoice Details* screen, click **Actions > Edit Invoice**. ![Options to edit invoice or collect payment displayed in a dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-editinvoice.png) 2. On the *Edit Consolidated Invoice* screen that opens, make your edits. 3. When finished, click **Save**. ![Editing a consolidated invoice with details like invoice number, date, and payment terms.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidate-invoices-editinvoice.png) ### Unconsolidate an invoice 1. On the *Consolidated Invoice Details* screen, click **Actions > Unconsolidate**. ![Dropdown menu showing options to edit invoice or select unconsolidate action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-unconsolidated.png) 2. At the popup, click **Unconsolidate Invoices**. ![Prompt asking to unconsolidate invoices with options to cancel or proceed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/unconsolidated-invoice-popup.png) The individual invoices are moved out of the consolidated invoice. ## Collect payment on a consolidated invoice 1. Open the consolidated invoice. 2. On the *Consolidated Invoice Details* screen, click **Collect Payment**. ![User interface showing payment due date and a button to collect payment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoice-collectpayment.png) 3. On the *Collect and Apply Payments* screen that opens, follow the steps outlined in Collect a payment. > [!NOTE] > **Note:** You can apply the payment to an individual invoice within the consolidated invoice. 4. When finished, click **Save**. ## Print or email a consolidated invoice You can print or email consolidated invoices individually or in bulk from the *Invoices* module. 1. Go to the navigation bar and click **Accounting > Invoices**. 2. Click the **Consolidated Invoices** tab. 3. Select one or more consolidated invoices. 4. Click **Actions > Email invoices** or **Print invoices**. ![Dropdown menu showing options to email and print invoices in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/consolidated-invoices-emailorprint.png) Continue with the steps in Print, email, and download customer invoices. ## How consolidated invoices appear to customers Customers see a single consolidated invoice in the Customer Portal and in emailed invoices. The individual invoices that make up the consolidated invoice do not display separately. ## Want to learn more? - See [Document Templates overview](/v1/docs/document-templates-overview) - See [Customer Portal overview](/v1/docs/customer-portal-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)