Batch invoices are useful if you are invoicing an employer or insurer for multiple clients. Once you’ve created a batch, you retain the flexibility to revisit it—whether for payment processing or reprinting. In this guide, we’ll explore the mechanics of working with batch invoices, empowering you to manage large-scale invoicing seamlessly
💡 In order to reprint or pay you will need to Combine and print multiple client invoices
🛑 You aren't able to reverse a batch payment was completed, you will need to manual adjust each invoice as required.
To reprint a batch invoice
1. From the Dashboard go to Data>Batch Jobs>Print Outstanding Invoices
2. Select Combine Invoices. You may also select Show Client Names or Hide invoice numbers to show/hide the desired columns. Then click Batch History
3. Select the relevant batch. You can search for a batch by number in the search bar. Click Reprint.
To pay a batch invoice
1. From the Dashboard go to Data>Batch Jobs>Batch Invoice payment
2. Click Batch History, and select the relevant batch. You can search for a batch by number in the search bar.
3. Click payment and coreplus will take you to the Batch Invoice Payment tool, with all the invoices for the batch listed.
4. Click Select All, choose the payment method and add any relevant notes. Then click next
5. Click Complete and OK to confirm payment.
6. If you want to print a receipt, check Combine invoices and then Chick here to print all invoices.
🚀 Did you know that our add-on Tyro provides EFTPOS services through which you can easily take payments from your clients and record them directly into coreplus?
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