Bulk Schedule Invoices

To generate invoices in bulk, go to Finance → Receivables. Filter for a customer and the un-invoiced status to enable selections for invoicing.

Either select all or select the desired loads to enable the Invoice Selected button.

Click the Invoice Selected Button and a modal will show with additional options.

Toggling on Send to Email will show options for emails to send the invoices to as well as an option to send them to your email.

Individual emails will be sent for each invoice. If the invoices are not sent to any emails, they will still be generated and attached to their load.

If the Attach Paperwork option is selected, verified documents will be attached to the invoices, in the same way that documents are normally attached to invoices when those documents are selected or auto attached. Only verified documents will be attached. Refer to this article for more information on how to verify a document.