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Billing & Payments

How Batch Invoices Work

batch invoices billing

How Batch Invoices Work

Overview

Batch Invoices allow you to combine multiple jobs or multiple properties into one consolidated invoice.
Ideal for:

  • Property managers
  • Investors
  • Customers with many services per month

What a Batch Invoice Includes

  • Jobs from different dates
  • Jobs from multiple properties (same customer)
  • Service totals
  • Taxes
  • Optional processing fees
  • Payments (partial or full)
  • Final balance

Step-by-step

Step 1 — Select Customer

Go to Billing → Batch Invoices, choose a customer.


Step 2 — Select Jobs

Filter by:

  • Date range
  • Status
  • Properties

Select the jobs you want to include.


Step 3 — Generate the Batch Invoice

Click Create Batch Invoice.

DOP will:

  • Summarize all selected jobs
  • Combine totals
  • Calculate taxes
  • Apply fees (if active)
  • Generate one invoice for all services

Payments Inside a Batch Invoice

✔️ Online payments

Customers can pay:

  • Full amount
  • Partial amount

Both processed through Stripe.

✔️ Manual payments

Admins can record:

  • Cash
  • Check
  • Zelle
  • Bank deposits
  • Other

Statuses

  • Open – no payment
  • Partially Paid – some payments applied
  • Paid – balance fully covered

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