You may have experienced some instances where Ignition creates multiple invoices on the same day for one client.
Here are the reasons this may occur.
Payment methods
If different payment methods are in use (regardless whether they are classic or new proposals), then items will always be split into one invoice per payment method.
XPM billing groups
If you’re using the Xero Practice Manager (XPM) integration, your billing grouping settings will also affect how many invoices are created.
When your XPM billing is grouped at client level, billing items for that client can be combined into a single invoice (as long as they share the same payment method and billing date).
When your XPM billing is grouped at proposal level, invoices will be issued per proposal. This means that if a client has accepted multiple proposals, they can receive multiple invoices on the same day because each proposal’s billings are kept separate.
Note: This can also occur if you invoice two different billing items manually that have different proposal level billing groupings. In the review screen, you will see two different invoices that will be issued.
After clicking Issue (X invoices), two or more new invoices will be created for this client.
Classic vs New Proposals
We support two ways of creating proposals - the Classic Proposal Editor and New Proposal Editor.
Items from different Classic proposals will always be split into separate invoices, even if the invoice date is the same.
Items from different New Proposals can be combined together into one invoice.