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Invoice a month of jobs at once

Bill every unbilled visit for the month in one pass from the Billing page.


▶ Watch: Invoice a month of jobs at once (44 s)

Steps

  1. Open Billing, set the date range to the whole month, and set Billing status to Not Billed.
  2. Every completed visit that hasn’t been invoiced is listed by customer, with its estimated total.
  3. One customer at a time: click Create invoice on their row. Every visit for the month is already on the invoice as a line, with its date and price. Review it and click Save.
  4. All at once: tick Select all, then choose Bulk actions → Create bulk invoices. Set the invoice date and days until due, then click Create invoices. You get one invoice per customer; tick Generate a separate invoice for each service if you bill per visit.
  5. Billing statuses update as invoices go out, so the Not Billed list shows what’s left.

Questions? Email help@poolofficemanager.com or call 614-710-0074.