How Do I Use Batch Invoicing?

How Do I Use Bulk Billing?

Before you continue make sure that the batch invoicing setup has been completed.
  1. Please make sure that the billing preference for either the primary client's contact or 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 "Send Email (Batch)"

  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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