1. On the Finances tab, in the Invoices group, click Mass Invoicing. The Mass Invoicing Module screen will appear.
Figure: Mass Invoicing Module Screen
2. Filter your search criteria by selecting the appropriate dates for the following fields:
- Bill Through Cut-off Date
- Bill Starting Date
3. Enter the date you would like to appear on the invoice in the Date to Show on Invoice field.
4. Select the other options on the top portion of the screen as appropriate for your company.
5. Click the Load Contacts into the Grid Below button. All contacts that have completed billable activities will appear in the grid.
Figure: Mass Invoicing Module with Contacts Displayed in Grid
- To view the activities before the invoice is created, push the View button associated with each record.
- If you do not want to invoice a particular contact, uncheck the box in the first column of the grid that is associated with that record.
- Press the Invoice Selected Contacts button. You will notice the Invoice ID, Invoice Amount and Tax Amount columns of the selected records will now be populated.
- To preview any of the invoices, push the View button associated with the record.
- Press the Print Completed Invoices.
Note:
To modify a linked Invoice, visit the Billable tab of the associated Activity or Service Order.
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