Bulk creating invoices
Bulk creating invoices is a quick and easy way to raise multiple invoices and save yourself time. It is particularly useful for churches or charities that invoice multiple customers for the same product or service each month. For example, renting a hall to multiple customers throughout a month at a set price.
How to create bulk invoices
There are two ways to create bulk invoices within ExpensePlus:
- from Template
- by Copying Existing Invoice(s).
Creating bulk invoices from Template
You can bulk create invoices using any saved invoice templates you have created in ExpensePlus. After you've selected 'Create from Template', the pop-up will give you the option to bulk create multiple invoices.
Use the tick boxes on the left-hand side to select the customers you want to create invoices for.
Top Tip: You can filter customers by Customer Tags, for example to select all customers who hire meeting room 'A' on a regular basis, and bulk create invoices for all of them.
Once you have selected which customers to invoice, select the invoice template you want to use, select an invoice date, and click 'Confirm'.
These invoices will then appear in your Invoicing screen, ready to be sent to the customer. To email the invoices to the customer, click 'email invoice' (envelope icon) next to the invoice on the right-hand side.
Creating bulk invoices from Copy Existing Invoice(s)
You can also bulk create invoices using existing invoices that you have created in ExpensePlus. After you've selected 'Copy Existing Invoice(s)', select the invoices you wish to copy using the tick box on the left-hand side.
Top Tip: This is useful if you have repeat customers that have unique invoices, e.g. a school that hires a room for their monthly PTA meetings, but at a discounted rate not applied to other customers.
Select 'Confirm', then in the pop-up enter the invoice date for these invoices.
When you click 'Confirm', these invoices will be bulk-created and will appear in your Invoicing screen, ready to be sent to the customer. To email the invoices to the customer, click 'email invoice' (envelope icon) next to the invoice on the right-hand side.
To help you better understand the Invoicing Module, please visit the Invoicing Module Overview page.