Mass invoicing can be done from the Invoices to Clients window. It allows to quickly invoice all or certain client jobs stored in the database.
1. To begin the invoicing procedure, open the Clients: Invoices window and click Mass Invoicing (shortcut Alt+M).
2. This will open the Mass Invoicing window.
Select the clients whose jobs you wish to invoice by double-clicking the check box next to the client.
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 each project will be included into one invoice);
- one Client Job per Invoice.
3. You may check Include completed jobs only to limit invoicing to completed jobs or Include completed projects only to limit invoicing to jobs from completed projects.
4. After selecting the required clients and setting up Mass Invoicing options, click the Generate button. The program will start creating invoices, which will be indicated by a progress bar.
5. Once all specified invoices have been generated, the Mass Invoicing window will display the number of invoices generated opposite each client.
Note: Once the invoices have been generated, they can be opened and edited in the Invoices to Clients window or on the Invoices tab of the Client window.
See also: