Batch Billing

Modified on Tue, 30 May, 2023 at 3:01 PM

Overview

This section enables you to setup batch billing for your business. Batch billing is when customers invoices are put into a queue, and invoices can be batched into a single invoice atany point in time.


Email

  • Email address: This is the email replies will be sent to if the customer replies to a batch invoice
  • Email CC: This email will be cc'd in all batch invoice emails
  • Intro subject line: This is the subject line for batch invoice emails
  • Intro message: This is the email body for batch invoice emails


TIP: Use the merge tags to add batch / contact specific information. These tags will be replaced with the relevant information when a job email is sent.


Settings


  • Attach individual invoices: Whether individual invoices, as well as the batch invoice are attached to batch invoice emails.
  • Prefix: Set a specific prefix for batch invoices
  • Send job sheet on completion: Whether job sheets are attached to job emails sent immediately after batch jobs completed
  • Attach job sheet: Whether all job sheets are attached to batch invoice emails

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