DOP
Start Free
Home/Academy/Batch Invoices
Batch Invoices

This is extremely useful for:

Property managers Airbnb/VRBO hosts with 10–30 properties Investors Commercial clients Monthly credit accounts Instead of sending 20–50 invoices separately, your client receives one clean, professional document showing everything they must pay.

batch-invoices
batch-invoices
Batch Invoices
Overview

Batch Invoices

The Batch Invoicing module allows you to generate a single consolidated invoice containing multiple individual invoices from the same customer.

Batch Invoice

1. How to Create a Batch Invoice

There are two ways to create a batch.

Batch Invoice

Method 1: From the Customer Profile

  1. Go to Sales → Customers
  2. Open a customer
  3. Go to the Invoices tab
  4. Select two or more invoices:
    • Unpaid
    • To Check
    • Sent
    • Estimated
  6. Once more than one invoice is selected, the button “Batch +” appears
  7. Click Batch +
  8. The system automatically creates a consolidated batch with all selected invoices

DOP groups automatically:

  • Services
  • Properties
  • Dates
  • Totals
  • Discounts
  • Taxes (if applicable)

You don’t need to reorder or merge anything manually.
DOP does the grouping perfectly clean for accounting and monthly billing.

Method 2: From the Batch Invoices Module

  1. Go to Billing → Batch Invoices
  2. Click New Batch (if enabled in your version)
  3. Select customer and invoices
  4. Confirm and create batch
2. Where Batch Invoices Appear

Batch invoices are visible in two areas:

A) Customer Profile → Tab “Batches”


Here you see only the batches for that specific customer, including:


Batch number (e.g., B-141839-143166)

Date

Total amount

Status

Actions


B) Main Menu → Batch Invoices


This is a global list with all batches created by your company.


Includes:


All customers

All batches

Filters by customer, date, status


Perfect for administration, accounting, or month-end billing.

3. Information Shown for Each Batch

In both the customer view and the global list, each batch displays:

  • Batch number
  • Customer
  • Date
  • Subtotal
  • Discounts
  • Taxes
  • Card Fees (if applicable)
  • Total amount
  • Total paid
  • Status
  • “View” button (to see PDF)
  • “Send” button (send via email)
  • Toggle Card Fee switch

The Card Fee switch allows you to activate your credit-card surcharge for this batch only.

4. Batch Invoice Statuses

Batch invoices share the same statuses used for individual invoices:

• Unpaid

Customer has not paid the batch.

• Paid

Batch is fully paid.

• Unsent

Batch has not been emailed to the customer.

• Sent

Batch has been emailed.

• To Approval

Awaiting manual confirmation for:

  • Zelle payments
  • Bank transfers
  • Checks
  • Cash

This is the status used when manual payments are pending verification.