---
title: "Invoice > Create a Consolidated Invoice"
canonical: "https://technology.bytangram.com/space/TGKB/446038151/Invoice%20%3E%20Create%20a%20Consolidated%20Invoice"
format: markdown
---
A **consolidated invoice** is used when you want to invoice multiple jobs on one invoice and still keep the invoice values on the individual jobs for reporting purposes.

The idea of this process is to have a separate job (we will call it **‘Consolidated Invoicing Job’** in this example) to keep the consolidated invoice or ‘Main’ invoice while the other actual jobs will keep the sub-invoices.

The consolidated job will <u>**NOT**</u> keep any cost entries. The costs will come from the actual jobs where we have the sub-invoices created and linked to the main invoice on this consolidated job. 

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## CREATE CONSOLIDATED INVOICING JOB

Follow the usual process to create a new 'consolidated invoicing job' under the same client as the other actual jobs that you want to combine invoicing amount. 

> ℹ️ Refer to this article for more detail on how to create a new job[https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423540358](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1423540358)

After creating the **'Consolidated invoicing job',** apply further settings on the job properties to prevent the users from registering costs against this job.

- From the job list, find and select the **‘Consolidated invoicing job’**
- Go to the job properties sidebar (or click on the **‘Settings’ **menu from the left-hand menu list to toggle on the sidebar)
- Go to the menu ‘**Job finance settings’** from the properties sidebar
- Ensure all the checkboxes under the group **‘Allow for the following cost entries’** are unchecked and the ‘**Time entry’ **option is set to **‘None, time entry is blocked’**

![image](media://efa8e97e-ac27-4cfc-a5b1-e7a88005850f)

You are now good to move to the next step creating the consolidated invoice under this new job.

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## CREATE CONSOLIDATED INVOICE (Main Invoice)

- In the **jobs list** > select the **consolidated invoice** **job**
- Click the **invoice** icon

![image](media://14a2eaea-ebac-48e4-a307-b320ad32acd1)

- Click **create new** button
- In the pop up:
  - Select **invoice type**: consolidated invoice
  - Insert correct **invoice date**
  - In copy data from select **nothing**
- Click **OK**

![image](media://7f1657c5-91e8-4880-985a-abfe54852dd3)

> 📝 If there is an existing invoice on the job, you can create a new invoice by clicking on the ‘hamburger’ menu (3-line menu), selecting ‘Create new invoice’ and following the steps as usual.

![image](media://22e3134b-f28c-4d51-9a4b-e37a64d299f7)

- From the pop-up window, there are 3 options:
  - Invoice on account
  - Credit note - see further information see [Consolidated Credit Notes](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/edit-v2/446038151#CONSOLIDATED-CREDIT-NOTES)
  - Final invoice - (depending on your settings, this will set the status to ready for invoicing)
- In this example, we’ll select ‘**Invoice on Account**’ for the consolidated invoice type
- Click **OK**

![image](media://d7b06507-da0c-4317-b318-0162f4f8f9b2)

- The system has just created the ‘Main’ invoice.
- Now we need to get the system to create the sub-invoices on the actual jobs and link them here.
- In the **consolidated invoice** tab, click the **add jobs to the consolidated invoice** icon

![image](media://fb99efbf-185d-4067-b0a2-b752e826390c)

- Select the:
  - **jobs** to include on the invoice
  - **type of invoices** the sub invoices should be e.g. invoice on account
  - the **data source** (omit automatic insertion, actual cost or price quote)

> 📝 By selecting “omit automatic insertion” as your data source, you can choose which price quotes or costs to include, rather than these being added automatically

- Click **OK**

![image](media://dabcb712-41b6-4075-a3b9-7a481c692abc)

The sub-invoices on the actual jobs have just been created and linked to this Main invoice. Still, there is no invoicing amount yet can be seen as the system has only generated the sub-invoice ‘shells’ and established the connection between the Main and Sub-invoices. 

Next step, we will need to get the amount we want to bill to the client on each individual job sub-invoice and transfer them to the main invoice. 

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## CREATE SUB INVOICES

Based on the selection you made from the previous step, the system has created 3 sub-invoices for 3 selected jobs with the relevant Invoice ID generated. 

For the **first job** on the consolidated invoice, hover over the ‘**Invoice ID’** to display the ‘**Open Invoice’** button and click on it to open the sub-invoice on the related job. 

![image](media://d30b585d-25ca-4190-a970-dfd46cf902a9)

- This takes us to the job card via the pop-up window and allows us to edit the **sub invoice**
- Make sure you’re on the job’s **invoice** icon
- In the **further invoice options** menu, select how you want to create your sub invoice

> 📝 **Copy price quote to the current invoice **or** insert costs **are the most common methods. In this example, we’re copying the price quote to the invoice

![image](media://73804b0e-7e4d-4f01-b8a5-250d86aee838)

- Select the **approved price quote** you wish to copy
- Select your **copy options**
- The **percentage value** of the price quote you wish to invoice
- Click **OK**

![image](media://9da93a03-74de-4406-bf94-b7783b744bdf)

- Once the items have been copied to the invoice, **close** the job window

![image](media://08784b49-00ad-413c-af75-e7ff4b9c852e)

> ℹ️ Repeat the above process for each job on the consolidated invoice

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## TRANSFER DATA

Once each job has a sub invoice created, make sure you are now back to the ‘Consolidated Invoicing Job’ where we have the Main invoice. 

- From the **'Consolidated Invoice'** tab, click the ‘**Transfer data** **to consolidated invoice’** button
- From the pop-up window, select the method to populate the data from sub-invoices into main invoice as wish.
- Click **OK** to confirm

![image](media://9be72bf0-391b-47d8-9c68-478caaa70ab7)

The system will take you to the Lines tab automatically to review the data populated. 

With the option we selected in this example, the system has created each sub-invoice as a **Phase** in the main invoice and all the line details are grouped under the relevant ‘sub-invoice’ phase.

![image](media://f2cc414f-bb3e-4be8-9992-8ed54fca2b38)

You can now follow the usual process to submit this main invoice for approval, select the layout for printing, and finalize the main invoice.

> ℹ️ To review the layout & details of the invoice go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/418513052)
> ℹ️ 
> ℹ️ To submit for approval and finalize the credit note, go to:
> ℹ️ 
> ℹ️ [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/416612427)

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## CONSOLIDATED CREDIT NOTES

The same process can be used for creating consolidated credit notes as above. 

Go to:

- **Invoices, ‘**create new’
- Select Consolidated invoice
- When the pop-up appears ‘choose invoice type for consolidated invoice’, select **credit note:**

![image-20240429-053903.png](media://17375b98-42c2-4f47-9987-b741dceb3c58)

- Click ‘**add jobs to consolidated invoice**’
- Only credit notes on the other jobs will appear

![image-20240429-222402.png](media://ff28fdf1-90b8-409a-8947-ded4abe8cb33)


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