Invoice Consolidation

Bullhorn's Invoice Consolidation feature combines all invoices sharing the same Billing Profile into one convenient email delivery with a zip folder attachment. This creates a seamless experience for your clients, making it easier to review and pay multiple invoices at once while boosting overall satisfaction.

Setting Up Invoice Consolidation

Invoice Consolidation is set up on the Billing Profile through the Delivery Method field. See Creating a Billing Profile to learn how to create a billing profile and turn on Invoice Consolidation.

Functionality

After the Delivery Method has been set on the Billing Profile, Invoices will send in consolidated emails upon Finalization.

  1. From the Invoices List screen select all the Invoices you need to Finalize.

  2. From the Selected drop down choose Finalize.

All Finalized Invoices belonging to the same Billing Profile with "Consolidated Email" as the Delivery Method will send in a single email with a zip folder attachment to the billing profile delivery method emails fields.

If you are on an Invoice record and select Actions > Email Invoice PDF, only that single Invoice will send, even when the Delivery Method is "Consolidated Email."

FAQs

Why should I set up Invoice Consolidation?

Set up Invoice Consolidation for clients receiving large quantities of Invoices. Having them all consolidated into one email makes it easier for your clients to pay all their outstanding invoices on time.

How are Invoices consolidated into a single email?

Invoices are consolidated into a single email with a zip file. Within the zip file, Invoices are in PDF format.