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Bulk invoicing

A named group of clients billed the same default invoice over and over: a body corporate's monthly levy, a security company's flat fee, anything you charge the same group of people every month. A Pro feature, or part of your first two weeks on ChatBill. Each step shows the website on the left and the Android app on the right.

  1. 1. Open Bulk invoicing and create a group

    Bulk invoicing sits in your side menu, below Reports. Give the new group a name that will still mean something to you next month, then open it to set it up.

    The Bulk invoicing list, showing one group called Greenstone Body Corporate with its client count and default invoice total, and a New group panel above it.
    Website
    The same Bulk invoicing list on the Android app, with a New group button and one group listed.
    Android app

  2. 2. Add a default invoice and your clients

    Add lines builds the invoice every member of the group is billed, the same editable table as any other invoice: pick from your price list or type a line by hand. Then add the clients who should get it from the dropdown below.

    One owner paying a different amount, like a single unit instead of a double? Give a custom invoice next to their name builds them their own, and takes them off the group's default until you switch them back with Use default instead.

    A group's page showing its default invoice of a monthly levy and a garden upkeep line totalling R1,150, an Add a client box, and three members: one billed the default invoice, and one with her own custom invoice instead.
    Website
    The same group page on the Android app, with the default invoice, the Add a client picker, and the members list showing each client on that default invoice.
    Android app

  3. 3. Send to everyone

    Send to everyone creates and emails a separate, properly numbered invoice to every client in the group right now, off whatever is saved above. It can't be called back, so it asks first.

    A client with no email address on file, or with nothing to be billed, is skipped rather than stopping the run, and the message afterwards says who and why. Invoices already sent from a group keep their own copy of the details, so editing or deleting the group later never changes a document a customer has already received.

    A confirmation dialog reading 'Send to all 3 clients in Greenstone Body Corporate?' with buttons to go back or send to everyone.
    Website
    The same confirmation on the Android app: 'Bill all 3 clients?', with a warning that it can't be called back, and buttons to send or wait.
    Android app
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