Bulk invoicing allows you to create and send up to 5,000 invoices at once, streamlining your invoicing process.
Note: Available exclusively with Payments Hub Premium Plus.
Follow these steps to upload and send invoices in bulk:
Step 1. Access the Bulk Invoicing feature
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Navigate to the Invoices page.
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Select Bulk Invoicing and click Import Invoices.
Step 2. Download and prepare the template
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Click Download the template to obtain a .csv file.
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Open the file from your Downloads folder.
Template guidelines:
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Enter invoice details in the designated fields for each invoice.
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Do not delete column headers or change their order.
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Save the file in its original .csv format.
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Review the Template Help Chart for additional guidelines and instructions.
Step 3. Upload your file
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Click Choose File (or drag and drop the file) in the Import Invoices window.
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Attach your .csv file and click Upload.
Key notes:
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You can remove or change the file by clicking the trash icon.
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Uploading the file does not immediately send the invoices.
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Progress is displayed during upload; navigating away from the page or logging out will not disrupt the process.
Step 4. Review uploaded invoices
Once the upload is complete:
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Review any errors and consult the template instructions for fixes.
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Correct errors in the original .csv file and reupload it if needed.
Step 5. Send the invoices
When you’re ready:
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Click Send (this action cannot be undone).
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Sent invoices will appear under the All Invoices filter.
Scheduling and Payment notes:
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Invoices with a Send Date of today will be sent immediately.
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Future-dated invoices will be sent on the scheduled date.
Step 6. Manage Invoice Alerts
If you have enabled Invoice Alerts, you will receive an alert for each invoice sent in a bulk upload. To modify your alerts:
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Go to Business Settings → Communication Settings.
Important tips for the Bulk Invoicing template:
- Ensure no more than 5,000 invoices are included per file. For additional invoices, create new files.
- Itemized invoices are not supported.
- Do not change the template format or save it in a format other than .csv.