Consolidated Billing or Billing Profile (Bill To)
Consolidated Billing using Billing Profile (Bill To)
Now you can create one invoice for multiple clients at once by linking them to a Billing Profile (Bill To).
When multiple clients are linked to the same Billing Profile (Bill To), all their tasks, packages, and expenses will appear together when you generate an invoice.
Example
Client Name: Aone Toys
Billing Profile (Bill To): Anurag
Client Name: Super Tiles
Billing Profile (Bill To): Anurag
Client Name: Rahul
Billing Profile (Bill To): Anurag
Client Name: Karan
Billing Profile (Bill To): Anurag
- In this case, when you create the invoice and select Anurag in the client field, the system will show all tasks, packages, and expenses belonging to Anurag, Aone Toys, Super Tiles, Rahul, and Karan on the invoice screen.
- Select the items you want to bill → enter amount (if needed) → Save.
- The invoice will be generated in the name of the Billing Profile (Anurag) including the selected billing items of associated clients.
⚠️ Important Notes
A Billing Profile (Bill To) cannot be assigned to another Billing Profile or to another client.
(Billing Profiles stand at the top and cannot be nested.)
A client cannot be its own Billing Profile.
(Self-billing profile is not allowed.)
If a client is already linked to a Billing Profile, it cannot become a Billing Profile itself.
(Once a client is in a Billing hierarchy, it cannot act as the billing head.)
📌 How to Add a Billing Profile to a Client
Go to the Clients menu.
Open the client you want to edit.
Click Edit.
Select a Billing Profile (Bill To) from the dropdown.
Click Save.
🔄 Change Billing Profile in Bulk
Go to the Clients menu
Select the clients you want to update
Click Change Billing Profile in the action bar
Select the Billing Profile and Save
⚙️ Auto Billing
- When Auto Billing is enabled for a Billing Profile (Bill To), all clients linked to that Billing Profile will be billed automatically.
- The invoice will be generated on the billing date set in the Billing Profile, and it will include the completed tasks of all linked clients.
- One consolidated invoice will be created in the name of the Billing Profile (Bill To).
⚠️ Important Notes
Auto Billing works only at the Billing Profile level.
The linked clients cannot enable Auto Billing individually.
All linked clients follow the Auto Billing schedule of the Billing Profile.
Only completed tasks will be invoiced.
Packages and expenses are not included in Auto Billing.
The amount must be entered in the Assigned Services for the task to be billed.
🔍 Filter by Billing Profile
You can filter clients based on Billing Profile in Clients and Client Reports.
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