Mass invoicing gives you the option of creating multiple invoices at once, from a selected time period or selected client and project.
This feature allows you to manage large amounts of invoicing data and create multiple invoices at once.
You can activate mass invoicing to be available for all users from your settings, or for project specific settings go to the project card.
Permissions: Invoicing
Mass invoicing
You can create mass invoices by clicking on +Add Invoice or through the mass invoicing view.
Option 1:
Top: Click +Add new > Invoicing
Select "Mass invoice creation"
Option 2:
Financials > Invoicing > Mass invoicing.
1. In the Mass invoicing list view, you can see all projects with active mass invoicing that also have current invoicing material yet to be invoiced.
The list can be narrowed down with a number of search filters, for example by specifying the time period or by specified projects or accounts.
The Add Search feature allows you to refine your search criteria.
2. You can select all lines or specific lines to be invoiced and click Generate invoices.
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Select all by checking the box from the header row, or single rows by checking the box at the front of the row to the left
3. A new window will open where you can
- view the selected projects
- set the row grouping settings and choose which extra reports or information is added on the invoices. Read more from the next guide section.
4. By clicking on the Generate invoices button in the top right corner, you can specify whether the invoices change their status to "Pending" or "Draft".
Create Invoices: Invoices receive invoice number and their status will be "Pending"
Create as draft: Invoices do not receive invoice number and their status will be "Draft". These pre-invoices should be converted into "official invoices" to get invoice numbers before they are sent to clients.
Settings for mass invoices
Grouping of the invoicing material
Grouping by Project: Define what would you like to create from selected projects
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Separate invoices
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Combined invoice (Requires the same project invoicing address)
Grouping the projects and Tasks: Define how Hour entries and Tasks are shown on the invoice
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By project
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No grouping by project
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By project and tasks
Grouping of Hour Entries: Define how Hour entries are shown on the invoice
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By employee: Hours will be grouped by the employee on the invoice row. Amount of hours is 1.
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By employee and task: Hours will be grouped by the employee and task on the invoice row. Amount of hours is 1.
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By task: Hours will be grouped by the task on the invoice row. Amount of
hours is 1. -
All-in-on, show qty: Hours will be grouped all together showing the total amount of the hours
- All-in-on, qty 1: Hours will be grouped all together showing amount as 1 and with total sum.
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By entry, show user: Hours will be shown entry by entry showing the all details inculing user's name.
- By entry, hide user: Hours will be shown entry by entry showing the all details excluding user's name.
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By entry and user: Hours will be shown entry by entry with user's name shown first.
Grouping of Travel Expenses: Define how your Expenses are shown on the invoice
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Rows grouped altogether
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Rows specified showing daily allowances, mileages and other costs separately
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Group daily allowances and milages altogether with other costs separated
Grouping of Quotes: Define whether you want to show/hide description rows from the Quote
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Do not import description rows from Quote
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Import description rows from Quote
Add reports or additional invoicing information
Choose if you want to add hour or invoicing history reports as attachments for invoices. By clicking Hour report options you can choose which sections and columns are shown on the report:
- Summary by User
- Summary by Project
- Entries Specified Section
Choose also if you want the already invoiced total or material period to be shown on invoices.