Invoices, Payments, and Deposits

Batch Invoice Creation

Generate multiple invoices at once using Jobber's Batch Invoice Creation tool.

Use the Batch Invoice Creation tool to generate multiple invoices at once. Batch invoice creation can be done from a few areas in Jobber:

  • Dashboard
  • Work Overview Page
  • Invoices Page

 

Batch Invoice Creation from the Dashboard

On the dashboard select Batch Create Invoices in the Recommended Actions section.

dashboard-batch-actions.png

 

Batch Invoice Creation from the Work Overview Page

On the work overview page click Batch Invoice Creation in the Invoices section.

 

Batch Invoice Delivery from the Invoices Page 

On the Invoices page, click Create Invoices under Batch Actions on the right hand side.

Selecting Jobs for Invoicing

To select the clients you want to create invoices for, check the box next to their name. You can also 'select all'. 

Screen_Shot_2017-05-21_at_4.29.28_PM.png

Batch Invoicing will create one invoice per client selected. If the client has multiple jobs ready for invoicing they will be combined onto one Invoice.

 

Batch Invoicing for Upcoming and Uncompleted (or overdue) Visits

Select upcoming and uncompleted visits individually to include them in the batch invoice. By default, the batch invoicing tool will not include upcoming or uncompleted visits.

 

Once the jobs are select, click ‘Generate Invoices’ at the bottom right, and your invoice batch will be generated.

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