Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan

You can now save time by creating draft invoices in bulk directly from the Unbilled Report using Bulk actions. This is a great option if you invoice multiple projects on a recurring basis and want to generate all of your draft invoices at once.

🚨 Admins and team members with the "Create invoices" permission enabled can use the Bulk actions feature to batch create invoices.

Getting Started

On the Unbilled page, each project will now display a checkbox next to its name. Select one or more projects and then click on the Bulk actions menu to select Create draft invoice.

Note: If no projects are selected, the Batch actions menu will be disabled.

Set the "Consider Work Until" Date

When you click Create draft invoice, you'll be asked to confirm the Consider work until date. This defines the time period of unbilled work included on each invoice.

If the project has previous invoices, the start date will automatically begin the day after the last invoice's Services Through date.
If the project has no previous invoices, all unbilled work will be included.

Overlapping Invoice Drafts

If an invoice is being created for a date range that overlaps with an existing draft invoice, you'll receive a warning before continuing.

For a single project, the message will include a direct link to the overlapping draft.
For batch-created invoices, the message will include a link to a filtered view of all overlapping draft invoices across the selected projects.

This helps prevent duplicate or conflicting invoices and ensures you’re aware of any potential issues before finalizing billing, as overlapping Services through dates will cause discrepancies on an invoice.

Assigning Invoice Numbers

If any selected project is receiving its first invoice, you’ll be prompted to assign an invoice number before continuing. The field will be pre-filled using the default format
[project number]-001 but it can be adjusted if needed.

For projects that already have invoices, the system will automatically suggest the next number in sequence (e.g., 2021-2235-001 → 2021-2235-002).

After any necessary invoice numbers have been assigned, click Create invoices to create the invoice drafts.

Reviewing Draft Invoices

Once invoice numbers are set, you'll be taken to the Invoices page with a filtered view showing only the invoices you just created. Each invoice will be in draft status and from there, click on each invoice number to continue with building and finalizing the invoice.

Key details about the generated drafts:

Each invoice will use the same designer and preview settings as the previous invoice for that project.
The amount due reflects the current unbilled total.
For fixed fee phases, if the unbilled amount exceeds the planned budget, the amount due will be capped at the planned value. An icon will appear next to the amount to indicate this.
For hourly phases with max caps, if the unbilled time per role exceeds the allowed max hours, the draft will reflect the cap. These roles will also show a hover icon explaining the cap.