Billings Pro Help
Index

# Sending a consolidated client invoice

Billings Pro gives you the ability to send consolidated invoices on a per-client basis across multiple projects. For example, if you are working on a bunch of projects for a client and you want to send 1 invoice for all those projects, then you can send a consolidated client invoice.

## To send a consolidated client invoice

1. Select a client.
2. Choose Client > Send Invoice.
3. Enter information as appropriate. Keep in mind the following:
   - Click the Invoice tab to enter details, pick a delivery option, and specify comments for the invoice.
   - Click the Slips tab to see what slips will be included in the invoice. If you wish, you can re-order slips by drag and drop. Note that Billings Pro automatically selects the slips that have been marked as completed.
   - Select a style from the style gallery. Note that styles with badge numbers indicate multiple available layouts for grouping data.
   - Click the Preview tab to preview the invoice. If you have selected a style with multiple layouts, you can select a layout from the Layout pop-up menu.
   - To customize the invoice, click Options. Select the settings for the invoice and click OK.
4. When you are ready to send the invoice, click Create Invoice.

Note: When you send an invoice by email, the subject of your email shows information in the same format matching the filename format you have entered for invoices in the Preferences. If no format is chosen, then the subject of your email says Invoice.

## See also

Sending a project invoice

Creating a Pro Forma invoice

Setting up recurring invoices