Mass invoicing

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

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

2. This will open the Mass Invoicing window which should look like this:

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

·Select one of three Invoicing modes: Generate a single invoice for all jobs of a single client, all jobs in a single project, or create a separate invoice for each job.

·Select Include completed jobs only to generate invoices only for jobs that are marked as finished in your database, or Include completed projects only to generate invoices only for jobs from projects that are marked as finished.

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

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

6. You can now adjust the settings and generate another set of invoices.

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