tologo Mass invoicing

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

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

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

Select the clients whose jobs you wish to invoice by double-clicking check box in front of this client.
Use Local Client Filter to select clients by certain criteria. The controls of this filter are the same as those of regular Local Custom Filter.
Select check box One Client Job per Invoice if you wish a separate invoice to be created for each client job.
Select Include completed jobs only to generate invoices only for jobs that are marked as finished in your database.

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

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

6. You can adjust Local Client Filter and check box settings and generate another set of invoices.

_bm3 Note: Once the invoices have been generated, they can be opened and edited in Invoices to Clients window or Invoices tab of Client window.

_bm3 Note: To quickly select multiple clients by certain criteria, first apply Local Client Filter, and then, once the list contains only clients you need — click Select All button.