How to create a client summary invoice

An agency can group invoices to produce a summary version for a quick snapshot of all open invoices for their clients.

Julie
7 steps
58 seconds

Accountabilityone

Navigate to **ACCOUNTING > Receivables > Client Summary Invoices.**

Click **New summary invoice** button.

Enter the following details:\ \ **Master Client** - Enter or search for the client code for this summary invoice\ **Office** - Select the office for the system to use the appropriate **Report Logo**.\ Click [here](https://knowledgebase.counta.com/knowledge/how-to-create-or-edit-a-logo-file) for more information on setting up logos.\ **Currency** - Select the currency for the summary invoice. *Note: You will only be able to select approved invoices of the same currency.*\ **Client Reference** - Enter a client reference number to print on the summary invoice. This reference number will print below the client address - optional.\ **Date** - Enter or click on the calendar icon to select a date for this invoice. \ **Due Date** - Override or leave at the default due date that appears based on the client settings. \ **Notes** - Enter up to 50 characters to be displayed on the summary invoice - optional

Click **Add Invoices** to link invoices to this summary invoice.

The system will direct you to a list of approved invoices for the client selected. Link the invoices to the summary invoice by checking the box on the left for each invoice.

Click **Save & Close**

Click **Email** to send, **Preview** to view and download, or **Print** the client summary invoice.

Only approved invoices that have **NOT** previously been linked to a summary invoice will appear here. Unapproved or canceled invoices or those invoices that are currently linked to another summary invoice are ineligible to be included.

Click on the **Contact** link at the top right to view the default contact details for this client. If needed, you can redirect to another contact or create a new contact for this client from this page.