Combine orders
Merge several wholesale orders from the same company into a single unified PDF invoice — totals, taxes, shipping and discounts all roll up.
Overview
Wholesale buyers often place multiple orders inside one billing cycle. Combine orders lets you collapse those into one consolidated invoice so finance teams only chase one payment, and customers receive one document instead of ten.
How to use
Step 1: Configure combine settings
Before merging, set defaults for the combined order:
- Tags — labels applied to the new combined order.
- Notes — internal context carried over from each source order.
- Archival preferences — whether the original orders should be archived once combined.
Step 2: Combine orders inside a company
Open B2B Purchase, choose the company, then select the orders to merge. Confirm the action — the app creates a new unified order containing all line items, with taxes, shipping fees and discounts recalculated.
Step 3: Review the combined invoice
Open the new order and verify:
- All line items from the source orders are present.
- Taxes and shipping are correct after consolidation.
- The discount totals match expectations.
You can now print or email this single invoice instead of one per original order.
Restrictions
You cannot combine orders if any selected order has one of these statuses:
- Paid
- Refunded
- Partially refunded
- Authorized
These statuses indicate the payment lifecycle has already moved past the point where consolidation is safe.
Tips
- Run combine weekly or monthly per company rather than ad-hoc — it keeps the source order history clean.
- Tag every combined order (e.g.
combined-2026-W21) so finance can trace it back to the cycle. - If a single order in the batch is Authorized, capture or void it in Shopify first, then retry the combine.