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How do I convert multiple sales orders into a single invoice?

Prerequisites: All the sales orders that you want to convert into an invoice must be in the Confirmed status and must belong to one customer.

To convert multiple sales orders into an invoice:

  1. Go to the Sales Orders module under Sales on the left sidebar.
  2. Select all the sales orders that you want to convert into an invoice.
Multi-select multiple sales orders to convert into a single invoice in Zoho Books
  1. Click the Bulk Actions dropdown and select Convert to Invoice.
Bulk Action option to bulk-convert multiple sales orders into a single invoice in Zoho Books
  1. Verify the details and click Save as Draft or Save and Send.
Options to save the invoice created by bulk-converting multiple invoices in Zoho Books

Now, all the selected sales orders will be converted into an invoice.

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