Consolidated Invoicing

Invoicing Workflow

What's new?

Multiple Invoices for the same Client Contact can now be sent in a single email. Invoices are delivered in a zip file for easy access.

Why does it matter?

This update improves your client's experience, allowing your agency to be paid faster.

How do I enable this?

Generally Available: Consolidated Email Delivery is configured on the Delivery Method in the Billing Profile. You must have the appropriate action entitlements in order to create or edit Billing Profiles and manage the Delivery Method. See Editing Billing Profiles for steps.