How Do I Use Batch Invoicing?

How Do I Use Bulk Billing?

Before you continue make sure that the bulk billing setup has been completed.
  1. Please make sure that the billing preference for both the primary client's contact and the Matter option is set to Email PDF

    1. Matter:

    2. Contact:

  2. Go to the Accounting section 

  3. Click on the plus sign to the right of the Invoices & Payments tab

  4. Select "Bulk Billing Center"

  5. You can select a date range for the invoices, make a specific subject line, and email body at this point. You can also utilize the filters on the right.

  6. Select "Blast & Close"

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