Combining Invoices into One Statement
What this feature does
SynkedUP Payments lets you combine multiple invoices into a single statement. This is especially useful when you work with a property management company (or any customer) that oversees several properties. Instead of sending them nine separate invoices every time you cut nine different property jobs, you can group those invoices together and send one combined statement for them to pay.
How it works
Go to the Invoicing page and open Batch Create.
Find the job that's ready to be invoiced and create the invoice as you normally would.
Once created, go to the Invoices page. If that customer has other outstanding invoices that haven't been sent yet, SynkedUP automatically groups them together into a statement.
Important things to know
Invoices are only grouped automatically if they are still unsent. Once an invoice has been sent, it's excluded from grouping (since it may already be in the process of being paid).
If a group of invoices is sitting unsent, any new eligible invoice for that customer will automatically be added to the group.
Combining invoices into a statement is optional. You can still send, pay, or manage any invoice individually if you don't want to use the statement.
Sending or paying a statement
Once you have a group of invoices (a statement) that you want to send together:
Find the statement line — it will show how many invoices are grouped together (for example, "3 of 3") along with the combined total balance.
Click the three-dot menu on the right side of that line.
From there you can:
Send the statement to the customer, just like sending a regular invoice.
Pay it in one shot if you have the customer's card on file.
Manually mark it paid if the customer is paying by phone or dropping off a check.
Once sent, the statement is removed from the "unsent/eligible to group" list.
Why this matters
This feature was built in response to customer requests for an easier way to bill one owner or organization that manages multiple properties — instead of juggling a separate invoice for every property, you can send one clean statement covering everything they owe.
Questions?
Reach out through the chat for additional support.