Bulk invoicing allows you to turn multiple billable bookings into invoices at once. Once Bookings have been completed they're ready to be invoiced out.
These billable bookings have two workflow stages:
Completed (blue)
Finalised (green).
Completed means that the booking has lapsed over but it has not been signed off. Finalised means that the docket has been checked and signed off by admin that it's all correct, ready to be invoiced.
Creating Bulk Invoices
Navigate to Billing
Billable Bookings
Choose Bulk Invoice on the right-hand side
Select the date range filter and any other filters you'd like to apply
Select the billable bookings you want to turn into invoices
Click Next Step
This step gives you an overview of the invoices you'll be creating to see what projects, cost centers, and rate schedules will be used for each invoice.
Create Invoices
