Bulk Invoice

Navigate: Invoices->Bulk Actions

Generate Bulk Invoices:

Bulk invoices can be generated for all the clients at any time for the selected criteria. To generate the bulk invoices, select Invoices menu item and then Bulk Actions on top right.

Click on Generate Bulk Invoices which will bring up bulk Invoice wizard screen. 

1. Select the date ranges for which you want to generate the invoices.
2. Select the appointments that you want to invoice
3. Select if you want to create a Draft or Finalize the invoice.
4. Select if you want to email the invoices to your customers.
5. Click on Create Invoice button.

Finalize Draft Invoices:

This bulk action will finalize all the invoice that are in draft status and email the invoices to your customers.

Delete Draft Invoices:

This bulk action will delete all the invoice that are in draft status.

Process Payment for Open Invoices:

This bulk action will charge the credit card of your customers who have the card on file and mark the invoices paid.

Send Reminder for unpaid Invoices:

This bulk action will send email to all the customers that have unpaid invoices in the system.