Toggle on batch invoicing for relevant clients
What is batch invoicing?
Batch invoicing allows you to combine multiple jobs or invoices into a single invoice for a client. For example, if you have a regular client who receives weekly services, you can complete each job, send the job sheet, and then send each invoice to the batch queue as the jobs are completed. At the end of the month, you can go to the batch queue, select the relevant jobs to include in the monthly invoice, and click batch. This will summarise the jobs into a single invoice to send to the client.
Example batch invoice:
How to enable batch invoicing
Batch invoicing is enabled on a client-by-client basis. Follow these steps to enable batch invoicing for a client in Vital:
Navigate to the contacts section in Vital
Click the pencil icon to edit the contact
Toggle the batch invoicing option on
Click Save to apply the changes.
Resources: Watch this video or follow these instructions for further assistance.
By using batch invoicing, you can streamline your invoicing process and ensure that clients receive a single, comprehensive invoice for all their services over a specified period.