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Billing & Payments

Batch Invoices

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Batch Invoices

The Batch Invoicing module allows you to generate a single consolidated invoice containing multiple individual invoices from the same customer.

This is extremely useful for:

  • Property managers
  • Airbnb/VRBO hosts with 10–30 properties
  • Investors
  • Commercial clients
  • Monthly credit accounts

Instead of sending 20–50 invoices separately, your client receives one clean, professional document showing everything they must pay.

1. How to Create a Batch Invoice

There are two ways to create a batch.

Method 1: From the Customer Profile

  1. Go to Sales → Customers
  2. Open a customer
  3. Go to the Invoices tab
  4. Select two or more invoices:
    • Unpaid
    • To Check
    • Sent
    • Estimated
  5. Once more than one invoice is selected, the button “Batch +” appears
  6. Click Batch +
  7. The system automatically creates a consolidated batch with all selected invoices

DOP groups automatically:

  • Services
  • Properties
  • Dates
  • Totals
  • Discounts
  • Taxes (if applicable)

You don’t need to reorder or merge anything manually.
DOP does the grouping perfectly clean for accounting and monthly billing.

Method 2: From the Batch Invoices Module

  1. Go to Billing → Batch Invoices
  2. Click New Batch (if enabled in your version)
  3. Select customer and invoices
  4. Confirm and create batch

2. Where Batch Invoices Appear

Batch invoices are visible in two areas:

A) Customer Profile → Tab “Batches”

Here you see only the batches for that specific customer, including:

  • Batch number (e.g., B-141839-143166)
  • Date
  • Total amount
  • Status
  • Actions

B) Main Menu → Batch Invoices

This is a global list with all batches created by your company.

Includes:

  • All customers
  • All batches
  • Filters by customer, date, status

Perfect for administration, accounting, or month-end billing.

3. Information Shown for Each Batch

In both the customer view and the global list, each batch displays:

  • Batch number
  • Customer
  • Date
  • Subtotal
  • Discounts
  • Taxes
  • Card Fees (if applicable)
  • Total amount
  • Total paid
  • Status
  • “View” button (to see PDF)
  • “Send” button (send via email)
  • Toggle Card Fee switch

The Card Fee switch allows you to activate your credit-card surcharge for this batch only.

4. Batch Invoice Statuses

Batch invoices share the same statuses used for individual invoices:

• Unpaid

Customer has not paid the batch.

• Paid

Batch is fully paid.

• Unsent

Batch has not been emailed to the customer.

• Sent

Batch has been emailed.

• To Approval

Awaiting manual confirmation for:

  • Zelle payments
  • Bank transfers
  • Checks
  • Cash

This is the status used when manual payments are pending verification.

5. Sending Batch Invoices via Email

You can send batches individually or in bulk.

Steps:

  1. Select one or multiple batches
  2. Click Send
  3. DOP sends the consolidated PDF to the customer
  4. Email includes all batch details and totals

This is perfect for customers who receive 10–50 invoices per month.

6. Viewing the Batch PDF (Consolidated Document)

The View button opens the consolidated PDF.

Each PDF includes:

Header

  • Company logo
  • Company address
  • Company contact info

Customer Information

  • Name
  • Address
  • Email

List of all invoices included:

  • Invoice number
  • Date
  • Property address
  • Service type
  • Price
  • Discounts
  • Taxes
  • Payments applied (if any)

Totals section:

  • Subtotal
  • Discounts
  • Taxes
  • Card Fees
  • Final total

This replaces dozens of invoices with a single clean, professional document.

7. Why Batch Invoicing Matters

Batch invoicing is perfect for:

  • Property management companies
  • Real estate investors
  • Airbnb hosts with multiple properties
  • Commercial clients
  • Monthly service agreements

Benefits:

  • Saves up to 90% of monthly billing time
  • Eliminates sending invoices one by one
  • Customers receive a single easy-to-read PDF
  • Reduces payment confusion
  • Simplifies accounting
  • Groups charges per customer and per property
  • Fully integrated with credit card fee logic
  • Allows batch-level reporting

8. Best Practices

  • Use batch invoicing for your top high-volume clients
  • Generate batches at the end of each week or month
  • Always review totals before sending
  • Enable card fee when appropriate
  • Export batch reports for bookkeeping

9. Related How-To Guides

  • How to generate an invoice
  • How to apply card fees
  • How to record payments
  • How to connect Stripe