Mass invoicing gives you the option of creating multiple sales invoices from multiple projects at once, from the un-invoiced invoice material of a selected time period or selected account. This feature allows you to manage large amounts of invoicing data at the same time.
You can activate mass invoicing for all projects from your settings, and make project-specific exceptions on the project card.
Permissions: Invoicing
PSA plans: All
Mass invoicing
- You can go to Mass invoicing view either:
-by going to Invoicing > Mass invoicing, OR
-by clicking on Add Invoice through the invoicing list view/quick search/add new -feature > Mass invoice creation
- In the mass invoicing list view, you can see all projects where mass invoicing is enabled and that also have project material yet to be invoiced. The project list can be narrowed down with a time period, account or more options under Add filter -feature.
- You can select specific projects to be invoiced by clicking their boxes, or all projects of the search result by clicking the box on the title row.
- Click Generate invoices.
- Set the settings for the invoices to be created. Read more from the next section of this guide.
- Click Generate invoices and choose from the following:
-Create Invoices: invoices will be in waiting-status and receive invoice numbers.
-Create as draft: invoices will be created as drafts without numbers and can still be fully edited and deleted. Drafts need to be saved as invoices before they can be sent to clients. - Invoices will be generated in the background and you will be notified when they are added. The invoices can be found on the invoicing list in the chosen status (waiting or draft). You can now handle the invoices as usual and send them.
Settings for mass invoices
- Invoice date
-
Project grouping: Define if selected projects are put to:
- Separate invoices
- Combined invoice, when they have the same invoicing address.
Grouping of the invoice material
Define how different types of project material are grouped = shown on the invoice rows.
Project & task grouping:
- By project
- No project grouping
- By project and tasks
Hour entries grouping:
- By employee
- By employee and jobtype
- By jobtype
- All-in-one, show qty: all hours on one row, total amount of hours shown when their price is the same (1 if price is different).
- All-in-one, qty 1: all hours on one row, amount is 1 (the sum is calculated in the background).
- By entry, show user: row shows date, employee, jobtype and description.
- By entry, hide user: row shows date, jobtype and description.
- By employee and entry: row shows employee, date, jobtype and description.
Travel expense grouping:
- Travel expenses all in one: all material of the travel invoice in one row
- Daily allowance, mileage and other expenses specified
- Daily allowance and mileage in one, other expenses specified
Quote grouping:
- Do not import description rows from quote
- Import description rows from quote
Add reports or additional invoicing information
Click if you want to add hour or invoicing history reports as attachments for the invoices. By clicking Hour report options you can choose which sections and columns will be shown on the report:
- Summary by User
- Summary by Project
- Entries Specified Section
Click also if you want the invoices to include information about project's previously invoiced total sum or project material time period.