Rocket Matter Knowledge Base BillingHow do I run a batch of invoices for just one Client?

How do I run a batch of invoices for just one Client?

New!  The Batch Billing report now includes a "Client" filter.  This means you can easily run a batch of invoices for one or multiple clients!

1.  Navigate to Batch Billing by clicking "Pending Invoicing" from  My Dashboard.

1.  Navigate to Batch Billing by clicking "Pending Invoicing" from  My Dashboard.

2.  Enter Client name in the "For Clients" field, and select "+".

2.  Enter Client name in the "For Clients" field, and select "+".

-  Filter by multiple Clients by entering additional Client names, and clicking "+".  

-  Allow the Client's name to auto-populate.

3.  Select "Get Answer".

3.  Select "Get Answer".

4.  Scroll down to review report results, then click "Invoice" to run invoice(s).

4.  Scroll down to review report results, then click "Invoice" to run invoice(s).

-  Export the report by selecting "Export".  

 

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