An invoice batch is a group of multiple invoices. They can all be created at the same time or individually added to a batch. It speeds up your invoicing time and allows you to print all of them with a single click.

There are two ways to create an invoice batch:

You can create invoice batches and assign individual invoices to them, this is useful if you would like to create a group of specific invoices and view them collectively.

To create an invoice batch head to the navigation bar > Invoicing > Invoice Batches > Add Invoice Batch.

You will come to the following screen:

You then need to populate the following fields:

Once you have entered these details simply click Add Invoice Batch.

You can then assign invoices into this batch via the search bar inside the invoice batch.

You can add your desired invoices and then print the invoice batch to screen by clicking Invoice batch in documents.

Note: You can email invoices individually from batches by using the Action dropdown and selecting Email. Once the email has been sent, a green envelope icon will appear against that invoice. This will not email all the invoices in the batch, however you can use the Email Invoices screen to do this.

If you need to remove an invoice from the batch, then you can use the Action dropdown and choose Remove from Batch.

To create an invoice batch using an invoice run, see our guide on invoice runs.

Once you are happy with the batch, the next step will be to confirm, issue and post the batch.

You can automatically confirm, issue and post the invoice batches that the system creates and seamlessly post them to your accounting solution.

Head to the navigation bar > invoicing > Invoice Batches > select the invoice batch

You will come to the following screen:

To confirm a batch, select Confirm Draft Invoices in the Actions menu.
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Watch our quick video on demonstrating issuing and posting Invoice Batches below.