How to Merge Estimates, Invoices and Variation Orders

Merging estimates, invoices or variation orders can be a great way to consolidate related records into a single document for your client to review and pay.

How to Merge Invoices

Here's a step-by-step guide on how to merge invoices:

1. Open an invoice.

2. Click on the Actions menu and select Merge Invoices.

Please note that this feature is only available for invoices that are in the draft stage and in the same project.

3. You will see a list of draft invoices associated with the same client and project. Check the corresponding checkboxes beside each invoice to select the invoices you want to merge.

4. Click on Merge to proceed.

-The selected invoices will be combined into a single invoice, including the attachments.

-The selected invoices will be deleted.

How to Merge Estimates

Here's a step-by-step guide on how to merge Estimates:

1. Open an Estimate.

2. Click on the Actions button and select Merge Estimates.

Please note that this feature is only available for estimates that are in the draft stage and in the same project.

3. You will see a list of draft Estimates associated with the same client and project. Check the corresponding checkboxes beside each Estimate to select the Estimates you want to merge.

4. Click on Merge to proceed.

-The selected Estimates will be combined into a single Estimate, including the attachments.

-The selected Estimates will be deleted.

How to Merge Variation Orders

Here's a step-by-step guide on how to merge Variation Orders:

1. Open a Variation Order.

2. Click on the Actions button and select Merge Variation Orders.

Please note that this feature is only available for variation orders that are in the draft stage and in the same project.

3. You will see a list of draft Variation Orders associated with the same client and project. Check the corresponding checkboxes beside each Variation Order to select the Variation Orders you want to merge.

4. Click on Merge to proceed.

-The selected Variation Orders will be combined into a single Variation Order, including the attachments.

-The selected Variation Orders will be deleted.

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