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.

Batch Invoicing Default Settings

When creating invoices through Batch Invoicing, Monograph uses the Current Due settings saved in your Automatic Invoice Generation preferences to determine which billable items are included by default on the invoice.

Note: This applies even if Automatic Invoice Generation is currently turned off.

If you need to adjust what Batch Invoicing pulls in by default, you can update your Current Due settings under Automatic Invoice Generation by navigating to Settings > App Defaults. This will allow you to modify the creation based on what works best for your firm.

For Fixed Fee phases, you can choose from the following options:

Revenue Schedule
Creates invoices based on the percentage of the phase budget set on the Revenue Schedule.
Unbilled Value
Creates invoices for the total value of time logged but not yet invoiced or written off through the last calendar month.
Time Logged This Month
Creates invoices for the value of time logged during the last calendar month.

For Hourly phases, you can choose from:

Unbilled Value
Uses unbilled amounts based on each role.
Time Logged
Uses time logged by role during the selected service period.

Using Time Logged may result in underbilling or overbilling depending on when time is entered.

Updating your Batch Invoicing defaults

Automatic Invoice Generation does not need to remain enabled in order to use the Batch Invoicing workflow.

However, to define or update the invoice logic used by Batch Invoicing, you will need to:

Enable Automatic Invoice Generation
Select the Current Due options that work best for your firm
Save your changes
Disable Automatic Invoice Generation again if you do not plan to use it.

This will ensure that automatic creation is off while still allowing you to set the bulk creation method that works best for you.

To learn how to update these settings, click here.

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 total unbilled time logged since your last invoice and any consultant bills or expenses filed during the service period.
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 consultant bills, if the amount owed exceeds your budget, then the draft amount due will be capped to the planned budget.
- Monograph will add markups to the amount logged in the bill based on the default markup rate.
- If the consultant bill relates to a phase consultant, Monograph will attempt to identify the phase based on the timeline of the phase relative to the invoice's service period. When a consultant is available as both a project and phase consultant, we will default to the project consultant record. If the draft invoice's assumption is incorrect, you can edit as needed.
For expenses, only those incurred during the invoice's service period will be added automatically, but you can add others in the future.