Bulk invoicing: one invoice, many clients
Write the line items once. Pick your clients. Get a separate draft invoice for each one, ready to send.
01 / Bulk Invoicing
What is bulk invoicing?
Bulk invoicing is for the bill you send to a lot of people at once: a monthly retainer, a membership, a round of the same service. You enter the line items a single time, select the clients from your client list, set the invoice date and the payment terms, and Invoice My Clients creates one invoice per client.
Each client gets their own invoice, not a share of a joint one. Their own invoice number in your usual sequence, their own dates, their own billing currency, and their own record in your invoice list. Nothing is emailed to anyone until you send it.
- One invoice per client, each with its own number in your normal sequence.
- Each invoice is billed in that client's own currency.
- Review the whole run before a single invoice is created.
- Everything arrives as a draft, so you send when you are ready.
02 / Capabilities
Fast, and nothing out of place
The point of billing twenty clients at once is not only the time it saves. It is that all twenty invoices look exactly as careful as the ones you build by hand.
Nothing sends until you say so
A bulk run creates drafts and stops there. You review them in your invoice list and send each one when you are ready. There is no button here that emails twenty clients at once, on purpose.
Its own number for every invoice
Each invoice takes the next number in your sequence, with your usual prefix. No duplicates, no gaps to explain to a client or an accountant.
Every client in their own currency
An invoice uses the currency on that client's record, so a run across clients billed in dollars, pounds and euros produces correct invoices for all of them.
A review screen before anything exists
Before you confirm, you see how many invoices will be created, the total for each currency in the run, and any client that needs attention first.
Dates and terms set once
Choose the invoice date and the payment terms for the run, from due on receipt to net 60. Every invoice gets the matching due date.
Pick clients the way you think of them
Search your client list, tick the ones in this round, or select everyone showing. The count of selected clients is always in front of you.
03 / Process
How to invoice many clients at once
Open Bulk invoice from your invoice list
The button sits next to New Invoice. Bulk invoicing is included on the Professional plan and above.
Pick the clients in this round
Search or scroll your client list and tick everyone being billed. Twenty clients take about as long as one.
Write the line items once
Enter the description, quantity and rate for the work, exactly as you would on a single invoice, then set the invoice date and the payment terms.
Review, then create the drafts
Check the number of invoices and the totals per currency, confirm, and watch the invoices appear. They are drafts in your invoice list, ready for you to send.
04 / FAQ
Bulk invoicing FAQs
Does each client get their own invoice number?
Yes. Every invoice in a bulk run takes the next number in your normal sequence, with your usual prefix, exactly as if you had created it by hand. There are no duplicate numbers and no shared invoice.
Are the invoices sent automatically?
No. A bulk run creates drafts and stops. You review them in your invoice list and send each one yourself. This is deliberate: one mistake in a run that emailed itself would be a mistake in front of every client at once.
What if my clients are billed in different currencies?
Each invoice uses the currency on that client's record, so a single run can produce invoices in several currencies. The review screen shows a total for each currency in the run.
What happens if one client fails?
The rest still go through. You see exactly which client did not get an invoice and why, and you can run those again without touching the ones that worked.
Which plans include bulk invoicing?
Bulk invoicing is included on the Professional, Business and Enterprise plans. It is not part of the Free or Starter plans.
Bill your whole retainer list in one pass
One set of line items, a separate invoice for every client, all as drafts.
No credit card required to start.