Mass invoicing

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Mass invoicing can be done from Invoices to Clients window. It allows to quickly invoice all or certain jobs stored in database.

1. To begin invoicing procedure, open Invoices to Clients tab and click Mass Invoicing button (shortcut Alt+M).

2. This will open Mass Invoicing window.

•	Select the clients whose jobs you wish to invoice by double-clicking check box in front of this client.

•	Use Local Client Filter to select clients by certain criteria. The controls of this filter are the same as those of regular Local Custom Filter.

•	Select one of the invoicing methods:

- one Invoice per Client (all uninvoiced Client Jobs of each Client will be included into one invoice);

- one Project per Invoice (all uninvoiced Client Jobs of particular Project will be included into one invoice);

- one Client Job per Invoice.

3. After selecting the required clients and setting up Mass Invoicing options, click Generate button. The program will begin creating invoices, which will be indicated by a progress bar.

4. Once all specified invoices have been generated, Mass Invoicing window will display the number of invoices generated against each client.

6. You can adjust Local Client Filter and check box settings and generate another set of invoices.

Note: Once the invoices have been generated, they can be opened and edited in Invoices to Clients window or Invoices tab of Client window.

Note: To quickly select multiple clients by certain criteria, first apply Local Client Filter, and then, once the list contains only clients you need — click Select All button.