You are able to simply and quickly bundle unpaid bookings together into one invoice, with one total. If the client is a part of an organisation you will also be given the choice of if you’d like to create the invoice against the organisation, or the client. These instructions also include how to unbundle any invoices.
Bundling multiple bookings into an invoice
Steps
Navigate to the Clients menu, search for a client and select
Select History tab
Select the Multi Select Icon
Select desired bookings to be bundled
Select the Create a single unpaid invoice link under the list of transactions
If the client is a part of an organisation, choose if you’d like to create the invoice against the organisation, or the client.
After the invoice has been created, you can choose to pay it immediately using the Pay Now button, or choose to email the invoice to the client using the Email Invoice option on the left hand menu.
This bundled invoice now sits on the client’s History tab as follows, showing the bookings that have been bundled together.
And the bookings that are part of the bundled invoice are now marked with a Status of Bundled.
Note: if it was bundled for an Organisation to pay, the Bundled status will also include the name of the Organisation for quick reference of who is responsible for the payment of the invoice (see the top booking in the image below as an example).
If you choose to email the invoice, this unpaid invoice can be kept track of via the Dashboard menu > Unpaid Sales tab, or via the Reports menu > Outstanding Payments
Unbundling an invoice
If you need to unbundle any invoices, you can do so easily as follows by deleting the bundled invoice.
Steps
Navigate to the Clients menu, search for a client and select
Select History tab
Select the bundled invoice that you wish to delete.
On the product sale (bundled invoice), click on Delete Product Sale link. This will now show a popup to confirm the deletion. Click the Delete Product Sale link if so (and determine if you want to delete the associated bookings by checking the box before confirming).
Any bookings that were previously bundled, will now appear in the History tab ready to either be re-bundled, or invoiced separately and have their Status updated accordingly.