Creating Multiple Invoices

Teachworks allows you to create invoices in bulk using the "Create Multiple Invoices" feature.

Creating Multiple Invoices

In order to create multiple invoices at once, you can follow the steps below:

1. Click on "Billing" and then click on "Create Multiple Invoices".
2. In the "Customers' field, select the customers that you want to generate the invoices for.
3. You can add charges, packages or lessons to all of the invoices generated using the select menu under the invoice items section of the invoice.
   • Add Charge - To add a charge, select the "Add Charge" option and click the "Go" button. Enter the charge details. The invoice totals will automatically be calculated as you enter the charge details.
   • Add Package - To add a package, select the "Add Package" option and click the "Go" button. Select the service type for the package, enter a description, number of hours and hourly rate.
   • Lessons by Date - To add lessons, select the "Add Lessons" option and then enter the start and end dates from which to draw lessons. When you create the invoice the customers, any uninvoiced lessons in that date range will be added to their invoices.
     
     NOTE: The times of lessons added to invoices are displayed in the Time Zone that is set on the customer's profile.
4. Under the "Totals" section, select from a range of options that can be applied to all of the invoices that are created.  You can select from the following:
   • Skip if blank - When enabled, this will skip creating any invoices with no transactions.
   • Skip if total zero - When enabled, this will skip creating any invoices where the total is $0.
   • Send invoice email - When enabled, the invoices will be sent to your clients automatically if they are created as "Approved".
5. If you don't want to make the invoice available to the customer immediately, click the "Save" button. Otherwise, click the "Approve" button.

Need some more help? Watch a video here.