Batch Invoicing

Batch Invoicing is a powerful feature available exclusively in the Online Portal, designed to help you save time and stay organized by managing multiple orders at once. Whether you’re consolidating orders for a weekly invoice run or handling high volumes of sales, this tool simplifies the process, so you can focus on growing your business.

With Batch Invoicing, you can quickly create, edit, and send multiple invoices in one streamlined workflow. Plus, it’s fully compatible with Bluetooth barcode scanners, making it even easier to add customers and items to your orders.

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How to Use Batch Invoicing

Before you begin:
You’ll want to decide if you want to:

• Keep the Send Invoice Immediately option on to send each invoice right away as you complete it and move on to the next order,
  or
• Turn it off to wait and send all order invoices at the same time.

1. Access Batch Invoicing
   • Go to Orders in the main navigation on the left side of your Online Portal screen.
   • Switch to the Batch Orders tab at the top of the screen.
     
2. Start a New Batch
   • Click New Batch.
   • Select a customer by one of the following methods:
     • Create a new customer
       or
     • Use the Search Bar to find an existing customer by entering their name, email, or phone number.
       or
     • Scan a customer label for quick access.

❓ “How do I get customer labels?“

• In your Online Portal, navigate to a customer’s record.
• Here, you’ll find a customer label with a “Print Label” button.
• You can scan these labels to quickly search for a customer to:
  • Assign to an order/invoice
    or
  • View and edit their contact information

Tip:
To scan a customer label, you’ll need a compatible Bluetooth barcode scanner. If you’re new to barcode scanning, check out our Guide to Bluetooth Scanners for recommended devices, setup instructions, and ways to use scanning within the platform.

Notes:

• If you’ve selected an existing customer, an “Existing Orders” modal will appear, allowing you to either add to an existing order or start a new one.
• If that customer has any available rewards, this will be displayed next to their name.

3. Add Items to the Order
   • Enter an Item Name or SKU
     or
   • Use a barcode scanner to scan item barcodes directly
     or
   • Use Quick Keys (see Quick Keys Guide next to the New Order button).
     
4. Adjust Shipping Costs
   • Click into the shipping field or use the Tab key on your keyboard to update the shipping cost if needed.
     
5. Prepare Multiple Orders
   • To move to the next order, click New Order or press Tab + Enter.
   • Repeat the steps above for each order in the batch.
     
6. Send Invoices
   • Once all orders are ready, click the Send Invoices button at the bottom of the screen.

Note:
If you have Send Invoice Immediately toggled ON in the top right corner of the screen, each invoice will automatically send as you move on to the next one.

Helpful Tips

• Use Quick Keys:
  • Use the Tab key to quickly jump between input fields.
  • Review the Quick Keys Guide at the top of the screen for a faster way to add items to an invoice.
    
• Send Invoices Immediately:
  Turn on the ‘Send Invoice Immediately’ option in the top right corner of the screen to send each invoice right away as you complete it.
  
• View or Edit Individual Orders
  You can make quick changes to each order in a batch by clicking on View Order.
  
• Track Your Progress:
  On the Batch Orders page, monitor the progress of each batch. You can still check the main Orders page to see the status of individual invoices.