Add Multiple Item Invoice

Easily create and send item-based invoices to multiple clients in just a few clicks. Follow the steps below to save time and manage bulk item invoicing more efficiently.

🚀 Steps to Add Multiple Item Invoices

1. Go to Invoices
   On the Home page, click ‘Invoices’ from the left-hand navigation menu.
2. Open Item Invoices
   On the Invoices listing page, select ‘Item Invoices’, then click ‘Add Multiple Invoices’ in the top-right corner.
3. Select Contacts
   Click ‘Select Contacts’ to choose the clients you want to invoice.
   💡 Tip: Use the search bar to quickly find and select multiple clients.
4. Set Invoice Details (Optional)
   • Adjust the invoice date as needed.
   • Assign a salesperson to track sales performance.
5. Add Items
   • Click on ‘Items’ and select ‘Add New Item’ to create a new item.
   • Once created, you can select the item from the dropdown list.
   • To add more than one item, click ‘Add Item’ below.
6. Add Notes (Optional)
   You can enter visible notes for your clients—such as item descriptions, usage instructions, or reminders.
7. Save & Create Invoices
   Click the ‘ADD’ button in the top-right corner to save all invoice details. Your multiple item invoices will now be created and ready to send.

🔄 Bulk Tip

Using ‘Add Multiple Invoices’ saves you time when invoicing clients for items like uniforms, books, or merchandise. Perfect for academies, gyms, and studios handling group billing!