The Batch invoices page is where all of the invoices that have been batched are listed. The format is the same as the Invoices section. If you delete a batch invoice, it will add the associated invoices back into the batch queue.  

• Accessing Batch Invoice 
• Components of the Batch Invoice page 
  • Search for invoices 
  • Filter by Status
  • Filter by Contact tags
  • Filter by Date
  • Columns
  • Filters
  • Export 
  • Actions
• Batch Invoice Details 

Accessing Batch Invoice 

The Batch Invoices page can be accessed by going to Operations → Invoices → Batch Invoices. 

Components of the Batch Invoice page 

Search for invoices 

• Click the search invoice bar and enter the contact or pool details to auto-search.

Filter by Status

Click the Filter by Status drop-down box to show all the options. 

• Select which status you wish to filter by:

  • All 

  • Sent

  • Unsent

  • Paid

  • Unpaid

  • Entered

  • Not Entered

  • Batch

  • Batched

  • Overdue

Filter by Contact tags

The batch invoices can also be filtered using contact tags. The contact tags you have created will also show as options within the contact tags drop-down on the invoices page. To know more about setting up tags, head over to the tags article. 

Filter by Date

• Click the 'from' date and enter the date you wish to start the search from, you can either enter a date manually or select the specific date using the date picker. 

• You can also choose to narrow your search using the pre-defined options:
  

  • This week

  • Last week 

  • Last 7 Days

  • Current month

  • Previous month

  • Next month

Columns

Click on the Columns tab just above the check box for invoices. You can tweak the columns you want to get displayed on the Invoices page using the columns tab.  Choose what you want or don't want to be shown in the columns using the toggle switch on the left side of each option, or click "Hide all" or "Show all." You can set to show or hide the following columns within this section: 

• Detail panel toggle
• Checkbox selection
• Id
• Email
• Status
• Invoice date
• Due date
• Number
• Contact
• Address
• Job description
• Amount
• Actions

By clicking on the three horizontal dots beside a certain column, you can sort and pin or sort the invoices in ascending or descending order. Clicking the Hide column will hide that specific column while Manage columns will show the column selection box. 

Filters

You can set filters for the invoice list by clicking on the Filters option beside Columns. 

• Select Columns filters;

  • ID

  • External

  • Invoice date 

  • Due date 

  • Number 

  • Address 
    
    

• Then select Operator;

  • =

  • !=

  • >

  • >=

  • <

  • <=

  • Is Empty

  • Is not empty

  • Is any of
    
    

• Then select Value. This is the specific value you want to filter for in the selected column. 
  

You can also add additional filters by selecting + Add filter or remove the filters by clicking Remove all.

Export 

The Export option will allow you to export all the batch invoices. Click on Export → Download as CSV and the download will commence. 

Actions

The Actions column in the Batch Invoice page is non-modifiable. However, you can pin it on the left or right side of the page by clicking on the three vertical dots beside the column label. 

Click the Action button ( ☰ ) to expand several actions that can be applied to the batch invoice. 

• Print invoice - This will open a new tab in your web browser with the PDF version of the invoice. You can go to the newly opened tab and click on the printer icon at the top-right corner of the page to show the print options. Typically used when a customer does not have an email address and you need to post the invoice. 

• Print job sheet - Just like the Print invoice option, this will also open a new tab on your browser with the PDF version of the job sheet where you can set the print options and proceed with printing the job sheet. 

• Print and mark as sent - This option will allow you to print the invoice and mark it as sent at the same time. Mark as sent status will appear under the Email column

• Mark invoice as entered -  This is used when you have no integrations and are manually entering invoice information into a 3rd party system. A green stamp icon will show in the status column indicating that the invoice has been entered. 

• Mark invoice as sent - This marks the invoice as sent and a 'marked as sent' label will be shown in the email column. 

• Mark invoice as paid - Used when you have to manually mark the invoice as paid. 

• Email - Used when you would like to send/resent the invoice to the contact.

Batch Invoice Details 

1. Invoice information - This panel will show the invoice information such as the job, invoice number, date sent, due date, and amount. A preview of the introduction email can also be seen here.

2. Compact and Expanded view - Select how your preferred view in displaying the invoices that are part of the batch invoice. Compact will display only the job type and date as line items. The Expanded view shows all the line items from the individual invoices. 

3. Invoice items - The individual invoices are shown as line items for batch invoices. Select the Expanded view to display the actual service/product for each job. This part also displays the accumulated amount for all the invoices that were batched. 

4. Action button - Clicking this will show the actions that can be applied to the invoice such as:

i. Resend Invoice - This allows you to resend the invoice. You will be taken to the invoice resend page [insert invoice resend KB]

ii. Preview invoice PDF - Select this if you want to preview the invoice PDF.

iii. Preview Job sheet PDF - Click this to preview the job sheet PDF.

5. Invoice Summary - This portion shows the summary of the invoice and its current status.

6. Pool details - The invoice details will also show the specific pool where the job was completed. Additionally, users have the flexibility to edit the pool information and attach notes related to the pool, and these notes are seamlessly synchronised across the platform.