Nuts & Bolts

Merging Invoices

This is a visual walkthrough showing how to combine invoices in Xero.

If you’re using an integrated time tracking system like Harvest to generate invoices, occasionally you may have created multiple draft invoices for the same client that you’d like to merge. Or perhaps you have two approved quotes that you’d like to combine into one invoice. Here’s how you can do it:

Only invoices within the same status tab can be selected for merging. If you need to create a combined invoice from two different statuses, like an Approved invoice and a Draft invoice, copy the Approved invoice as a draft first.

For more information about using contacts in Xero, check out our blog post – Your Guide to Xero Tips: Eight Ways to Make Invoicing a Breeze.

Check out our growing library of Xero tips and tricks as well as our small business guides to hiring, taxes, and more!

– By Jennifer Rivera, Assistant at Level & True Accounting Services LLC

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