Table of Contents
Overview
Batch creating invoices is the first step in a two-part batch invoicing workflow that helps you quickly bill for multiple jobs at once.
When your jobs reach a Requires Invoicing status, you can use batch creation to generate invoices in bulk instead of creating them one by one. This allows you to review and prepare multiple invoices at the same time, all from one place.
Once your invoices are created, they will appear as drafts so you can make any final edits before sending.
From there, you can move on to the next step—batch delivering invoices—to send them to your clients all at once.
Batch creating and batch delivering invoices work together to streamline your invoicing process, helping you go from completed work to sent invoices faster and with less manual effort.
Batch create invoices
Click the Invoices tab on the sidebar to take you to the invoices list. On this page, click More Actions > Batch Create Invoices.
Select jobs for invoicing
To select the clients you want to create invoices for, check the box next to their name. Once checked off, you will see a list of jobs that require invoicing and their visits. Select each visit you wish to include on this invoice.
Select All from the filter options at the top of the page for all clients and jobs to be selected at once.
Along the right side of the screen is an overview of how many invoices you are creating through batch invoicing, as well as the available number of clients, jobs, and completed visits.
Batch invoicing will create one invoice per client selected. If the client has multiple jobs ready for invoicing they will be combined into one Invoice. However, If you are invoicing for a client that has multiple jobs at property addresses with different tax rates, multiple invoices will be created for that client to accommodate the different tax rates.
Batch invoicing for incomplete visits
By default, the batch invoicing tool will not include incomplete visits, either past or future. You will need to manually select past or future visits that are incomplete to invoice for them.
Note: If you select uncompleted visits, they will be marked complete.
Once the clients and jobs are selected, click Create Invoices at the bottom right to generate invoices. All invoices created will show as Drafts. Learn how to Batch Deliver Invoices.
Note: Invoices can only be generated through Batch Creation if you have Invoice Reminders created for your jobs. You can use this batch option on the same date that the reminder is scheduled for or after that date has passed and once the invoices are created those reminders will show as completed in the schedule.