Batch invoicing is a great tool to use when you want to create invoices for all unbilled appointments in one fell swoop instead of client by client or ledger by ledger.
Click Billing > Batch Invoicing
2. You can can filter by client name, staff name, service type, or date range. You could use all of these filters or only one or two.
3. After you have selected your filters click Search.
The application will search for all un-billed appointments within the parameters selected.
4. You can view each invoice by clicking the row with the client's name.
You can also edit the invoice if you need to adjust the invoice to bill under the Group rather than the staff member.
Click Create Selected Invoices and select Yes I'm Sure to create the invoices in the client's individual Ledgers.