Merging Invoices in Loomy360
The Merging Invoices feature in Loomy360 allows you to combine existing invoices into a single invoice by transferring all the relevant data into the newly created one. This feature is particularly useful when a customer has multiple unpaid invoices and you're about to generate another one. Instead of sending several separate invoices, you can consolidate them so the customer only needs to make a single payment.
How to Identify Invoices Available for Merging
Invoices eligible for merging appear in multiple areas throughout the system:
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While creating a new invoice: Once you select a customer, Loomy360 automatically checks and displays any invoices available for merging with the one you're creating.
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While previewing an existing invoice from the admin panel: A notice will appear at the top listing the available invoices. You can click the edit button to proceed with merging.
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While editing an existing invoice: As soon as you enter the invoice editing interface, any invoices eligible for merging will be shown.
Only invoices with the following statuses can be merged: Unpaid, Overdue, or Draft.
Example: If you're editing an invoice with a status of Partially Paid, you won’t be able to merge it with other invoices that also have a Partially Paid status.