Batch invoice

You can send 1 batch invoice to your customers with all jobs performed that fit within your selected time range.

• Your customers will be able to pay the invoice online through our payment link located on the invoice - Stripe or Square integration is REQUIRED for customers to pay using a card
• Invoice will contain a summarized view of each visit

Here is how to do it:

• Click on the customer you would like to batch send an invoice to
• Click on the 'Batch Invoice' invoice in the top right corner

• Select the date range for the jobs you would like to include on the invoice

• Select the jobs you would like to include

• Click 'Send'

Invoice preview

• You can preview what the batch invoice will look like (you can upload your logo and add additional text) in: Settings -> Booking forms & Communications -> Invoice preview

• Preview section

• Invoice example

Considerations:

• Jobs show as line items on the invoice
• Jobs are summarized
• Job details show are not editable
• You can check the 'Sent invoices' from the customer details page

Relevant articles:

• How to integrate Square
• How to integrate Stripe
• How to create & send a regular invoice
• How to manually charge a job
• How to assign techs to jobs from Scheduling
• Adding additional text and previewing it on invoice

Have questions about how batch invoicing works? Ask us: help@modernmaid.io