Setting up Batch Invoicing.

Batch invoicing is a feature that allows you to efficiently manage your invoicing process by grouping multiple invoices into a single consolidated invoice. This time-saving functionality is particularly beneficial for organisations managing numerous jobs for the same customer within a specific timeframe. By consolidating these transactions, you provide your customers with a clear and concise overview of all the services provided, improving transparency and making the invoicing workflow more straightforward.

Setting up batch invoicing for contacts

During contact creation, toggle the 'Batch Invoices' switch to enable batch invoicing for that customer. 

Batch Invoice Settings