Introduction
You can save hours per week in invoicing with batch invoicing. Batch invoicing allows you to create invoices for any uninvoiced items over a selected date range and by filtering by location, practitioner and client tags.
This allows you to invoice daily, weekly, fortnightly etc, and spend time on other important business matters.
Add batch invoicing to your subscription
Batch invoicing is an add-on feature. To get started, click "New batch".
Then click "Add to subscription" to add batch invoicing to your subscription.
📝 Only the account owner can enable batch invoicing. If you're not the account owner, you will need to contact them and ask them to enable batch invoicing. If you are on the annual plan, you will also save 20% on batch invoicing.
Create a batch invoice
Click "New batch", then select the service date range for appointments and support activities within this date, then select location and practitioner filters.
Select any client tags to filter out uninvoiced items from clients with the selected tags, or leave blank to include all tags.
Select the billable items that you want to be included in the batch.
You can click on the item link to display the appointment or support activities details. You can also change the appointment status or pricing of services at this stage.
If provider travel is added to an appointment, it will be included on the invoice with the appointment.
Once you are happy with the selection, click "Continue".
The preview page allows you to view and edit invoices before finalising the batch.
Click the three dots under action to view or edit an invoice.
Some details are able to be edited, and other details can not be edited at this stage. Keep in mind we are planning to add more editing functionality soon. Once you have reviewed all invoices, click "Create batch".
Add an internal note, which will be attached to the batch invoice.
View the batch invoice at any time and see all invoices included. The next step is to Mark as Sent or click Email Invoices.
If you want to email all invoices at once, you can select an invoice template, and then click Send. When the emails are sent, the placeholder information will be automatically populated and personalised accordingly.
💡If you have any questions, just reach out to our team using the help chat in Splose.