If you offer different services to clients, organizing work into separate budgets helps you manage phases, service types, and billing cycles. When it comes to invoicing, you can consolidate multiple budgets into a single invoice.
There are three ways to do this: directly from the Budgets view, when creating a new invoice, or by linking additional budgets to an existing invoice.
1) Bulk Invoicing from the Budgets View
This method lets you select multiple budgets from the Budgets screen and generate a single draft invoice for all of them.
1) Go to Financials > Budgets.
2) Select the checkboxes next to the budgets you want to include in the invoice.
Once you select at least one budget, a blue action bar will appear at the top of the screen.
3) Click Create invoice.
This generates one draft invoice containing all selected budgets.
4) Click Add Line Items to open the line item generator. For each linked budget, choose how you want its line items generated: by service, by person, or using another method, then click Generate.
5) Check the client (Bill to), subsidiary (Bill from), and bank account (Pay to) details.
6) Confirm the tax rate and document template are correct.
Click Save Changes to keep the draft, or Finalize Invoice to issue it.
Rules for Bulk Invoicing
All selected budgets must belong to the same company/client.
All selected budgets must use the same currency.
If any budget doesn't match these rules, the Create Invoice button will be disabled and a popup will explain the issue.
2) Creating an Invoice and Selecting Multiple Budgets
Use this method if you prefer to start from the Invoices tab and pick budgets as you go.
1) Go to Financials > Invoices and click + Invoice.
2) Enter the client name. A window will display all available budgets for that client, grouped by project.
3) Select the budgets you want to include and click Create Draft.
📌 You can only combine budgets that use the same currency.
4) Click Add Line Items. For each linked budget, the line item generator lets you choose how to generate line items — select your preferred method and click Generate.
5) Check the client (Bill to), subsidiary (Bill from), and bank account (Pay to) details.
6) Confirm the tax rate and document template are correct.
Click Save Changes to keep the draft, or Finalize Invoice to issue it.
Managing Linked Budgets
At the bottom of the invoice draft, you'll see all budgets linked to the invoice along with the amounts from each.
From here, you can:
Add more budgets by clicking + Link Budget.
Unlink budgets that should no longer be included.
Visibility of Linked Budgets
The invoice (both draft and finalized) will appear in the Invoices tab of every linked budget.
3) Linking Budgets from Within an Existing Invoice
Use this method when you already have a draft or finalized invoice and want to link additional budgets to it.
1) Open the invoice and scroll to the Linked Budgets section. Click + Link Budget.
2) Select any open or delivered budgets for the same client in the same currency. Use the filter to toggle between open, delivered, or both. Budgets are grouped by project.
3) Choose how you want to handle line items for the linked budget:
Generate line items — line items are added based on your current settings in the line item generator (grouping and method).
Link only — the budget is linked to the invoice without adding any line items.
4) Click Save Changes.
