Batch create invoices

Overview

Batch creation is the first part of batch invoicing. It generates invoices for multiple jobs in Requires invoicing, saving them as drafts for review.

After reviewing the drafts, use Batch deliver invoices to send them together.

Batch create invoices

1. Open Invoices.
2. Select More actions.
3. Select Batch create invoices.

The page displays clients with eligible jobs and visits.

Select jobs for invoicing

1. Select the checkbox beside a client.
2. Review that client’s jobs requiring invoicing.
3. Select the visits to include.
4. Repeat for additional clients.

Use All to select every eligible client and job.

The summary panel shows:

• Number of invoices being created.
• Available clients.
• Eligible jobs.
• Completed visits.

Batch invoicing normally creates one invoice per selected client. Multiple jobs for the same client are combined.

When selected jobs use properties with different tax rates, Fieldified creates separate invoices so each tax calculation remains correct.

Batch invoicing for incomplete visits

Incomplete past and future visits are excluded by default.

Select an incomplete visit manually when it should be invoiced. A selected incomplete visit is marked complete as part of batch invoicing, so confirm the work should be treated as completed.

After selecting the work:

1. Review the client, job, and visit counts.
2. Select Create invoices.
3. Review the generated draft invoices.

Batch creation requires an invoice reminder on each eligible job. The reminder must be due today or earlier.

After the invoices are generated:

• Every invoice is saved as a draft.
• The related invoice reminders are marked complete on the schedule.
• Jobs leave Requires invoicing when no unresolved reminders remain.