Create Your Bulk Invoice Generator from Excel for Legal Services Effortlessly

Bulk invoice generator from excel for Legal Services

in this video we will talk about how to create multiple invoices at once we can do this from the financial tab from here click the create invoice tab use the filters to show certain billable items to invoice for i can filter by date client or responsible attorney then fill out the invoice details select your term if it allows online payment and which bank account from here click apply filters you'll notice that once you click apply filters the invoice details you have set will apply to all of your subsequent clients i only want to generate invoices for the matters related to autozone and json burns so i will toggle those on once everything is filled out correctly click generate invoices to create each invoice simultaneously on another note you can send emails for previously approved invoices if we move over to the email invoices sub tab you can set a filter for invoices to send by the due date by whether the invoice has been sent before by client or by payment status let's set the date to march 1st 2021 select the invoices you want to send in this case we'll do macintosh jason burns toggle on which ones you'd like included and from there you'll click email invoices bulk billing and new law allows you to save time and effort while making and sending invoices