Sometimes it can be convenient to bulk create invoices that have the same set of products/services. Here's a detailed guide on how to do that.
1 - Create a Price List
The first step is to create a new Price List. To do so, click on ''Price Lists'' in the menu, and then on ''New price list''.
Since we want to create bulk invoices, for the ''Will create'' part we should choose ''Invoice''.
After clicking on ''Create a price list'', you'll be able to actually create your price list and add all the products/services. You can find a detailed guide on how to create a price list here.
2 - Activate Price List
After your price list has been made, it's time to activate it. To active your price list, you simply click on the green ''Activate'' button on the bottom right of the page.
3 - Bulk Create
Now that your price list is complete and activated, it's time to bulk create the invoices. The first step is to click on the three dots, and on ''Bulk create''.
The next step is to select the customers for which you want to create the invoices. You can either look up customers by name, or filter on certain groups of customers if you have created those.
After selecting the customers, you'll be able to choose the Payment type you want them to use and click ''Create'' to create the invoices.
When you've finalized the Bulk Creation, you'll see a green notification that says that the bulk operation has started.
Finally, when you refresh the price list after a couple of minutes, you'll see all of the created invoices listed.