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Frequently asked questions
FAQ-029How do I link one Legacy invoice to multiple services?Services, renewals and legacy billing · Agency and team
In Services, use Assign Legacy Invoice and select the services covered by the document. They must belong to the same client and use the same currency. Enter the invoice number and date, total invoiced, total paid, and payment details once. Attach the invoice PDF, up to 4 MB; it is required for this shared record. A copy is stored with the shared entry.
Amounts are allocated proportionally across the initial cycles while preserving the total. Review any discrepancy and save with Save Shared Legacy Invoice. Do not record the full invoice amount separately on every service.
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