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You can now create and send invoices in bulk!

Christina Dobryzynski
Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team Posts: 249 Expensify Team
edited September 2020 in Product Updates

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:

Running into questions? Try asking in the Community here or reach out to us at [email protected]