Batch invoice customers

Learn how to send 1 invoice with an itemized view based on each visit
Written by Mony
Updated 8 months ago

Batch invoice

You can send 1 batch invoice to your customers with all jobs performed that fit within your selected time range.

  • Your customers will be able to pay the invoice online through our payment link located on the invoice - Stripe or Square integration is REQUIRED for customers to pay using a card
  • Invoice will contain a summarized view of each visit

Here is how to do it:

  • Click on the customer you would like to batch send an invoice to
  • Click on the 'Batch Invoice' invoice in the top right corner

  • Select the date range for the jobs you would like to include on the invoice

  • Select the jobs you would like to include

  • Click 'Send'

Invoice preview

  • Preview section

  • Invoice example

Considerations:

  • Jobs show as line items on the invoice
  • Jobs are summarized
  • Job details show are not editable
  • You can check the 'Sent invoices' from the customer details page

Relevant articles:

Have questions about how batch invoicing works? Ask us: help@maidily.com

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