Add Multiple Item Invoice

On the Home page, click ‘Invoices’ in the left navigation panel.
On the Invoices listing page, select ‘Item Invoices’ and click ‘Add Multiple Invoices’ in the top right corner.
Click ‘Select Contacts’ to choose the desired clients or use the search bar to find them for bulk item invoices
You can adjust the invoicing date and select a salesperson for tracking sales progress. (Optional)
Click on the ‘Items’ and select ‘Add new item’ to add a new item.
After creating the item, you can even select it from the dropdown menu.
To add multiple items, click the ‘Add Item’ option below.
You can add visible notes for your clients. (Optional)
Click on the ‘ADD’ option from top right to save the Invoice details. This will create the item invoices.

Updated on October 15, 2024