Batch Queue.

When you complete a job for a contact with batch invoices enabled, the invoice will show as 'Batched' in the invoice list and it will also appear on the batch queue page. The batch queue is where invoices are gathered before being combined and sent to the customer. It's a neat way to manage and streamline which invoices are included on a specific billing period you agree with the customer. 

Accessing Batch Queue 

To access the Batch queue page, navigate to Operations → Invoicing → Batch queue. 

In the main Batch queue page, you will see the list of contacts that have invoices ready to be batched. 

Batch Queue page components 

1. Search bar - Click the search batch invoice bar and enter the contact or pool details to auto-search.
   
   
2. Contact tags - You can filter the batch invoices using contact tags. Learn more about setting up tags in the  Setup - Tags article. 
   
   
3. Invoice count per contact - Indicates how many invoices are available to be batched per contact.
   
   
4. Contact details - This field shows the contact name and their pool address.
   
   
5. Invoice total amount - Shows the accumulated total amount of all the invoices.

Creating a batch invoice

1. To create a batch invoice, click on the contact name or the invoice count button. This will expand and show all the invoices for the contact.

2. Tick all the invoices you want to batch. 

3. Click on the Preview button. 

4. You will then be taken to the Batch Invoice Create page. 

The key difference between this page and the usual invoice screen is that the individual invoices will be the line items, rather than individual products. 

5.  Toggling the Configure batch invoice switch will allow you to reveal several other options before finally creating the batch invoice. You can attach the individual job sheets and/or individual invoices.

6. Click on the Action button at the top-right corner of the screen and choose whether to Mark it as invoiced or Send. 

After sending/invoicing, you will be taken back to the Batch queue page and the invoices will no longer show in the list but will be shown on the Batch invoices page instead.