Batch invoicing lets you combine multiple service jobs into one invoice, which is perfect for customers who want a single bill, but still need transparency around what was added or done at each visit or for each pool.
Enable batch invoicing for your contact
You would need to ensure that your customer is set for batch invoice. This can be done by following the steps below:
Go to Contacts and search for the contact you want to set up for batch invoicing.
Edit the contact, and in the contact details page, scroll down until you see the toggle for 'Batch invoices'. Switch it on for your contact.
Click on Update to save the changes.
Note that this will not change all other generated invoices for this contact. The changes will be applied to future invoices, including jobs that were completed in the past but have not been invoiced yet.
Invoicing a job for a contact with batch invoicing enabled
Go to the Preview & send invoice page once the job is completed. You will have the option to 'Mark as Invoiced' or Send the invoice.
Difference between Mark as Invoiced VS. Send
Mark as Invoiced will generate the batch invoice alone while Send will both generate the batch invoice and send the invoice to the customer at the same time.
Batching the invoices
To create a batch invoice, go to Operations → Invoicing → Batch queue.
Click on the contact name or the invoice count button. This will expand and show all the invoices for the contact.
2. Tick all the invoices you want to include to the batch invoice.
3. Click on Preview.
