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1.7. Bulk creating invoices

To process multiple items in one action select required items by selecting the tick boxes. We recommend using the Category filter to process only items of one category at a time.

Once all items have been selected, click Bulk Process.

In the popup window, select items as applicable. All selected values will be assigned to your bulk invoices.

The Invoice Date will be the date appearing on your actual invoice.

The Email Cover and Inv Template values allow you to choose an appropriate email template and invoice template to use for your bulk process.

We suggest setting the Payment Type to Invoice and Accounts Status to Invoiced to complete processing successfully.

To action click Submit and your items will be processed.

Depending on your accounting integration, these items will remain in the queue until collected by your accounting product and processed by your accounting software. This may need to be triggered by your team to pass invoices to your accounting package.

To process bulk Proforma invoices, select the Payment Type option of Proforma if available. Further customisation and integration may be required for this option.