Invoicing & Payments · updated 2026-08-08

How to manage a consolidated invoice in Dumpster Controls

Active consolidated invoices live on the customer card in the Customers page, where you can resend them, add or remove invoices, charge the saved card, or cancel the consolidation.

Before you start

• An existing consolidated invoice (see the consolidation article).

1. Find the panel

   Expand the customer in "Customers". The "Active Consolidated Invoices" panel lists each consolidated invoice with its status ("Sent", "Partially paid", "Paid", "Overdue", or "Cancelled"), total, and due date.

2. Share or resend

   Use "View" to open the public invoice page, "Copy link" to copy it, or "Resend" to send it again by email and SMS.

3. Add or remove invoices

   Click "Add invoices", then select more unpaid invoices below and confirm. Expand the row to see "Included invoices" and click "Remove" next to any unpaid one. The total recalculates and the payment link refreshes automatically.

4. Charge or cancel

   "Charge card" opens a confirmation to bill the saved card. "Cancel" asks "Cancel consolidated invoice?" and explains that all child invoices are detached and remain unpaid and selectable again; this cannot be undone.

What happens next

• A fully paid consolidated invoice shows a "Paid" banner confirming all child invoices are settled.

Troubleshooting

"Copy link" says no public invoice link is available yet.

Use "Resend" to regenerate the link, as the error message suggests.

Related guides

• How to consolidate invoices into one payment in Dumpster Controls

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