How to create a combined invoice – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to create a combined invoice

In PlanMill invoices can be combined both manually and automatically.

Manually combine invoices

  1. Either go to:
    • Projects & services > Projects, select a project and in Project space go to Revenues or
    • Invoicing > Revenues
  2. Click on the checkboxes of the revenue items.
  3. Click New Draft Invoice(s), New Combined invoice and OK.

Automatically combine invoices

To have invoices combined automatically you need to:

  • In the account form set Combine invoice field to Yes.
  • Sales order item should have the field Automatic invoice generation set to Automatic draft invoice.
  • Use the Set billable button in the invoicing process.
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