> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.

# Consolidated Invoicing

> Combine multiple subscription charges into a single invoice per customer to reduce emails and transaction costs

# Consolidated Invoicing

When customers have multiple subscriptions, they normally receive a separate invoice for each one. Consolidated invoicing bundles all subscription charges into a single periodic invoice per customer — reducing email noise and saving on transaction costs.

<Info>
  Consolidated invoicing requires a two-step setup: enable it globally in **Settings**, then opt in individual customers. Only subscription charges are consolidated — manual invoices and shop orders are not affected.
</Info>

<CardGroup cols={2}>
  <Card title="Fewer Emails" icon="envelope">
    Customers receive one invoice instead of many, reducing inbox clutter and improving the payment experience.
  </Card>

  <Card title="Lower Costs" icon="piggy-bank">
    Each Mollie SEPA Direct Debit transaction costs \~€0.29. Consolidating 5 subscriptions into 1 invoice saves €1.16 per billing cycle.
  </Card>

  <Card title="Flexible Scheduling" icon="calendar">
    Choose monthly, bi-weekly, or weekly consolidation with a configurable anchor day.
  </Card>

  <Card title="Per-Customer Control" icon="user-cog">
    Enable consolidation globally, then opt in specific customers. Each customer can have their own frequency override.
  </Card>
</CardGroup>

## How It Works

<Steps>
  <Step title="Enable in Settings">
    Go to **Settings** > **Consolidated Invoicing** and toggle the feature on. Choose a default frequency (monthly, bi-weekly, or weekly) and set the anchor day using the slider.
  </Step>

  <Step title="Opt In Customers">
    Edit a customer and scroll to the **Invoice Consolidation** section. Toggle **Enable Consolidated Invoicing** for that customer. Optionally set a custom frequency or anchor day override.
  </Step>

  <Step title="Charges Are Collected">
    When a subscription billing cycle triggers, instead of creating an invoice immediately, the charge is stored as a **pending item**. The subscription's next billing date still advances normally.
  </Step>

  <Step title="Consolidated Invoice Generated">
    On the anchor day, all pending items for the customer are bundled into a single consolidated invoice. For customers with a Mollie mandate, a single payment is created automatically. For bank transfer customers, a single invoice email is sent.
  </Step>
</Steps>

## Setting Up

### Global Settings

Navigate to **Settings** > **Consolidated Invoicing** to configure the defaults.

| Setting                           | Description                                                                                             |
| --------------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Enable Consolidated Invoicing** | Master toggle for the entire feature                                                                    |
| **Default Frequency**             | How often consolidated invoices are generated: Monthly, Bi-weekly, or Weekly                            |
| **Anchor Day**                    | Day of the month (1-28) when invoices are generated. For weekly frequency, this becomes day of the week |

The settings page also shows how many customers are opted in and how many pending items are waiting.

<Tip>
  Use anchor day **28** if you want end-of-month invoicing. This avoids issues with months that have fewer than 31 days.
</Tip>

### Per-Customer Settings

Edit any customer and look for the **Invoice Consolidation** section (only visible when the global feature is enabled).

| Setting                           | Description                                                                               |
| --------------------------------- | ----------------------------------------------------------------------------------------- |
| **Enable Consolidated Invoicing** | Opt this customer in to receive consolidated invoices                                     |
| **Frequency Override**            | Override the business default frequency for this customer. Leave empty to use the default |
| **Anchor Day Override**           | Override the anchor day. Slide to **0** to use the business default                       |

## Consolidated Invoices

Consolidated invoices appear in your invoice list with an **indigo "Consolidated" badge**. You can filter the invoice list by the **Consolidated** tab to see only these invoices.

### What's on the Invoice

Each consolidated invoice includes:

* A line item for each subscription charge in the period
* The billing period (e.g., "Mar 2026") shown in the invoice notes
* Subscription name and amount per line item
* Total amount combining all charges

### Invoice Detail View

When viewing a consolidated invoice, line items are grouped by subscription with a header showing the subscription name.

## Cancellation Handling

If a subscription is canceled while it has pending (not yet invoiced) items, those pending items are automatically **voided** — they won't appear on the next consolidated invoice.

## FAQ

<AccordionGroup>
  <Accordion title="What happens if a customer only has one subscription?">
    The consolidation still works — they'll receive a single invoice with one line item. This is useful for consistency if you plan to add more subscriptions later.
  </Accordion>

  <Accordion title="Can I consolidate manual invoices or shop orders?">
    No. Only subscription charges are consolidated. Manual invoices and shop orders are created and sent independently.
  </Accordion>

  <Accordion title="What if a customer has subscriptions in different currencies?">
    Separate consolidated invoices are generated per currency. For example, a customer with EUR and USD subscriptions would receive two consolidated invoices.
  </Accordion>

  <Accordion title="Does the customer see that it's a consolidated invoice?">
    Yes. The invoice notes indicate it's a consolidated invoice and show the billing period. Each line item shows the subscription it belongs to.
  </Accordion>

  <Accordion title="When are consolidated invoices generated?">
    Consolidated invoices are generated automatically every morning on the anchor day you configured. Subscription charges are collected throughout the period and bundled into a single invoice.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Billing Cycles" icon="calendar" href="/subscriptions/billing-cycles">
    Learn about subscription billing intervals and timing
  </Card>

  <Card title="Payment Reminders" icon="bell" href="/invoices/payment-reminders">
    Set up automatic reminders for unpaid invoices
  </Card>
</CardGroup>