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TidyEnterprise Guides

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

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Step 1.

When multiple invoices to the same customer are selected, the Generate combined button becomes active. Each invoice may be set with its own detail level.

Step 2.

Click Generate combined to open the Combined Invoice pop-up where you can perform the following actions:

  • Rearrange the order of the invoices by clicking on the red arrows at the start of each line
  • Change the invoice date
  • Preview the invoice

Step 3.

Clicking Proceed processes the Tidy Project invoicing details to Xero where the invoice is created.

This feature can be enabled/disabled in Global Settings > Company > Sales & Purchases (tab) > Invoicing.

You can also set the information that appears on the invoice including;

  • A projects Name and/or description
  • Including the Project Contact

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