Invoice Merge now Available!

We added the ability for you to Merge Invoices this weekend. This will allow you to merge invoices that are OPEN, OVERDUE or PAID.

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Under the “Money” tab go to the Invoice List. Select a member invoice. From the invoice you will have the option under the blue “Action” tab to Merge Invoice with Another.

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A list of invoices will appear  with the most recent on top. Select the invoice you want to merge. Once you select the invoice a box will appear to verify the merge. It will state the action is irreversible. It will confirm that you want to merge the invoices.

  • You can merge an OPEN (or OVERDUE)  with a PAID invoice. If so, the invoice will reflect the appropriate balance due.
  • You can merge a PAID to a PAID invoice. The invoice will have no balance due.
  • You can merge a PAID to OPEN (or OVERDUE) invoice. The invoice will still be open with the same balance due.
  • You can merge OPEN (or OVERDUE)  to OPEN (or OVERDUE) invoices. The invoice will reflect the combined balance due.

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Once the invoices are merged, a payment can be applied to the invoice if there is a balance due.

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