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Batch invoicing

Batch invoicing lets you create and send multiple invoices at once- cutting down admin and giving you more time back.

Updated over a week ago

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

  • Create a new batch of invoices

  • Filter and select billable items

  • Review and finalise invoices

  • Send your batch in a few clicks


Create a new batch

  1. Head to the Invoices tab

  2. Click the Batch invoice button on the top right. This is where you'll find all past batches that have been sent out

  3. 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.

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.


Send your invoices

When the batch is created, you can:

  • View all included invoices and edit them as they are created as Drafts, which gives you another touch point if you need to modify further after creation and before sending

  • Click Mark as sent, which doesn't send them but changes the status to Awaiting payment

  • Select Email invoices to send them all at once

Just choose your email template and hit Send.
splose will automatically fill in the placeholders with the right client info.


After you've sent your batch, once you go back to the Batch invoices page (under Invoices→ Batch invoice) you will see the current status of the batch. Once it has successfully been sent to all recipients, the status is changed to Done, which is in a matter of seconds. This page is also where you will see all of your past batches (click on the hyperlinked batch number) and their change logs (click Actions Changelog).


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