Invoicing & Payments · updated 2026-08-08
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
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.
Use "View" to open the public invoice page, "Copy link" to copy it, or "Resend" to send it again by email and SMS.
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.
"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.
Use "Resend" to regenerate the link, as the error message suggests.
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