Using Batch Invoicing

You can create more than one invoice at a time with our batch invoicing feature.  Invoices can be created at once, for a client or all clients, for any date range and include all costs or just billable time or expenses.  This is a real time saver when handling many invoices in a billing cycle.

1. From the main menu on the Home page select BILLING.
2. Click the + icon in the lower right corner of the screen.
3. Select Batch Invoicing.
   
   
   
   
4. In the Batch Invoicing window set the Client(s), Invoice Content and Period (date) for the batch run.
   
   
   
   
5. Draft invoices will be created for those items as set in the previous step.  In this example 4 invoices were automatically created.  These invoices are drafts ready for review and approval.
   
   
   
   
6. For any draft invoice click on the ellipse '•••' at the end of its row to view more available options.  For each invoice you can:
   
   Submit for Approval
   Approve
   Download (in case you need to print it)
   Delete