If you offer different services to your clients, organizing these services into separate budgets can help you manage work in phases, by service type, and more.
However, when it comes to invoicing, you might want to consolidate everything into a single invoice.
You can consolidate multiple budgets into a single invoice in three ways: directly from the Budgets view, when creating a new invoice, or by linking additional budgets to an existing invoice. Choose the method that best fits your workflow.
1) Bulk Invoicing from the Budgets View
This method lets you select multiple budgets directly from the Budgets screen and generate a single draft invoice for all of them. It’s quick and useful when you’re working primarily within the Budgets view.
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.
4) This action will generate one draft invoice that contains all selected budgets.
5) After the draft invoice is generated, you can continue editing it just like any other invoice:
Click Add Line Items to select your preferred invoicing method and click Generate to add the line items to your invoice.
Check the client (Bill to), subsidiary (Bill from), and bank account (Pay to) information.
Make sure that the right tax rate and the document template have been selected.
When ready, click Save changes to keep your 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 selected budget does not match these rules, the Create invoice button will be disabled and a popup will inform you about the discrepancies.
2) Creating an Invoice and Selecting Multiple Budgets
This method starts by creating a new invoice and then selecting the budgets you want to include. It’s useful if you prefer to build the invoice directly from the Invoices tab.
1) Navigate to Invoices:
Go to Financials > Invoices and click on the "+ Invoice" button to start a new invoice.
2) Select the Client
Enter the name of the client for whom you're creating the invoice.
A new window will display all available budgets for that client under the projects.
3) Select Applicable Budgets
Choose all the relevant budgets you wish to include in the invoice and select "Create Draft".
📌 Keep in mind that you can only invoice budgets that are in the same currency.
4) Adjust the Invoice Details
Click Add Line Items to select your preferred invoicing method and click Generate to add the line items to your invoice.
Check the client (Bill to), subsidiary (Bill from), and bank account (Pay to) information.
Make sure that the right tax rate and the document template have been selected.
After adjusting everything, you can save your invoice draft by selecting Save Changes.
Managing Linked Budgets
At the bottom of the invoice draft, you’ll see the budgets linked to the invoice along with the corresponding amounts from each budget.
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 (finalized and draft) will be visible in the Invoices tab in all linked budgets.
3) Linking Multiple Budgets from Within an Invoice
Use this method when you already have an invoice draft (or finalized invoice) and want to link additional budgets afterward.
1) In your invoice, scroll to the Linked Budgets section and click + Link budget.
2) Select any open or delivered budgets you have for the client in the same currency. You can filter and see open budgets, delivered ones, or both. Budgets are grouped by project to help you navigate more easily.
3) Decide whether to include the selected budget’s services and expenses as line items in the invoice, or to only link the budget to the invoice.
4) Click Save changes to apply your selection.
