You can now create and send invoices in bulk!
You can create and send invoices to multiple clients/customers at one time within Expensify! This means you no longer need to create and send individual invoices. Instead, with the click of a button, upload a CSV of the invoice details and they will automatically be sent to your clients/customers.
When should I use this feature?
This feature is ideal for anyone who needs to invoice multiple clients/customers.
What’s super cool about this feature?
You can add your client/customer’s email to the Send To line of the CSV, and the invoices will automatically email to your client/customer for payment. You can also CC the invoice to additional client/customer contacts during the creation process
To learn more about this feature, check out our help doc series below:
- How-to: Send multiple invoices to customers in bulk
- How to: Create and Send Invoices
- Deep Dive: Formatting a CSV for sending multiple invoices at once
- Deep Dive: Best Practices for Creating and Sending Invoices
Running into questions? Try asking in the Community here or reach out to us at [email protected].
