Bulk invoice processing in CommBilling streamlines your workflow by allowing you to manage multiple invoices simultaneously. This feature is ideal for businesses that handle high volumes of transactions, making it easier to update, export, or review invoices in large batches, saving time and effort.
How to Use Bulk Invoice Processing
- From the CommBilling left menu, navigate to Sales Documents section and click on the Invoices tab to view all generated invoices.
- Use the checkboxes next to each invoice to select the invoices you want to process in bulk. You can also use filters (like date range or status) to narrow down your selection for easier management.
- Once you have selected the invoices, click on the Bulk Actions button at the top of the page. A dropdown menu will appear with various options for processing.
- Choose Your Action
- Export as CSV : Select this option if you want to download the selected invoices as a CSV Batch.
- Export as PDF: Select this option if you want to download the selected invoices as a PDF Batch.
- Export as XML: Select this option if you want to download the selected invoices as a XML file for record-keeping or sharing.
5. After selecting your action, CommBilling will download the invoices
Benefits of Bulk Invoice Processing
- Efficiency: Streamline invoice management by processing large volumes of invoices in one go.
- Consistency: Ensures uniform updates across multiple invoices, reducing the chance of error.
- Time-Saving: Saves significant time on repetitive tasks, allowing your team to focus on more strategic activities.
Bulk invoice processing in CommBilling is a powerful tool that helps you manage high transaction volumes more effectively, supporting accurate and efficient invoicing for your business.