Batch invoicing in splose lets you create and send invoices for multiple appointments and support activities in one go.
Use custom filters to find exactly what you need- whether it’s by location, practitioner, tags or appointment status- and generate a batch.
You can review and edit invoices before sending, save your filters to reuse later, and send everything out with just a few clicks. It’s fast, flexible, and designed to save you hours each week.
What’s in this guide
How-to
Create a new batch
Head to the Invoices tab
Click the Batch invoice button on the top right. This is where you'll find all past batches that have been sent out
Click + New batch
Add filters
Batch invoicing includes the same custom filtering options you’ll find across other splose reports.
The default filters are your date range and Item type (Appointments & Support activity-type services).
Click Add filter to choose from options like:
Location status/name
Practitioner status/name/group
Contains note/case
Client name/tags
Service name/type/tag
Appointment status
The slightly greyed-out labels are just headings. The filters sit right underneath them.
Example:
To filter by client tag:
Scroll to the Client heading
Click Tag
Pick the tag(s) you want to filter by
Your filtered results will show all uninvoiced items that match.
Save your filters
Run similar batches often? Save time by saving your filters. Simply click Save filters, and you'll be able to load the same batch again for your next invoice cycle.
Next time, just click Load filters and select your saved filters- no need to start from scratch. Once you've selected your saved filter, click Run Report to view the invoices that match your filter.
Select your line items
After applying your filters:
Review the list of appointments and support activities
Tick the ones you want to invoice, ensuring the ones you don't want to invoice are unticked
Click any item to check the appointment or service details
If provider travel has been added to an appointment, it’ll be included into this report automatically, including any non-labour costs or Activity-based transport attached to the appointment. You can tick or untick these.
If multiple items share the same Client, Location, Practitioner and 'Send invoice to' contact, they’ll be combined into a single invoice.
Happy with your selection? Once you click Continue (x items), you’ll see how matching line items are grouped together into one invoice.
Edit and preview your invoice
Before creating the batch, you can review and edit each invoice individually. Just click Actions → Edit to update fields like Extra billing info, Provider numbers or Additional information. This is especially useful if you need to add notes to a specific invoice without changing the client's default invoice details or the content set in your invoice template.
You can also click Actions → View to preview the finished invoice before it's generated.
Click Create batch to generate your batch. Before the batch is generated, you have the option to include an internal note to the batch.
Batch send your invoices
To batch send your invoices:
Navigate to the Invoices tab.
If you have completed the steps above, select Batch Invoice.
Select the batch that you would like to bulk send.
Select Email Invoices.
You will be presented with the Email invoices modal. Choose your email template, then select Send. splose will automatically fill in the placeholders with the right client info.
Once you have sent your batch, head back to the Batch Invoices page to see the current status of the batch. It should display as Sending, and then Done once the process is complete.
View Batch Invoice changelog
Navigate to the Invoices tab.
Select Batch Invoices.
Select the Action (•••) menu, then select Changelog.
Mark Batch Invoices as Sent
Marking batch invoices as sent does not send the invoices to the client/associated contact, but changes the status to Awaiting Payment.
Marking as sent is helpful if you have an alternate method of sending your invoices out rather than through the Email Invoices method.
Navigate to the Invoices tab.
Select Batch Invoices.
Select Mark as Sent.
