Batch invoice customers

Learn how to send 1 invoice with an itemized view based on each visit
Written by Mony
Updated 1 year 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 integration is required
  • 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

Have questions about how batch invoicing works? Ask us:

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