If you've ever sat down at the end of the month to run 50 or 100 mowing invoices — or tried to bill out a whole plow route the day after a snowstorm — you know how long it takes to open each job and invoice it one by one.
Batch Create lets you select a whole list of jobs and create all their invoices in one click.
⚠️ Note: Batch Create is only available when you're using SynkedUP Payments. If you're invoicing through QuickBooks, you won't see this option.
Step 1: Filter down to the jobs you want
Start on the Jobs to Invoice tab under Invoicing in the left sidebar. Set your date range and filters to surface the group of jobs you're billing — a month of mowings, a snowplow route, whatever you're working on.
The tighter your filters, the easier this is. Get the list down to just what you intend to bill before you start selecting.
Step 2: Select the jobs
You can check jobs off individually, or click the Customer button at the top to select everything on the list at once.
You'll notice some rows are grayed out and can't be selected. Hover over one and you'll see why: interval billing isn't supported in Batch Create yet. Those installment payments on maintenance contracts still need to be created individually. (We're working toward including them.)
Step 3: Create the invoices
Click Create Invoices, enter the due date, and let it run. A progress bar shows you where it's at as it works through the list. When it finishes, your invoices are done — and you can send them out from there.
What actually gets invoiced
This is the important part: Batch Create only invoices the items that surfaced in your date range. That means:
Completed per-visit work
Time & Materials visits, labor, and materials
Completed work areas
Other work areas on those same jobs are not affected. Only the items that caused the job to surface on the list get billed. Nothing else on the job is touched.
Checking your batch history
Every batch you run is saved. Click into a batch by date to see exactly which invoices were included in it. Any time you've used the feature, you can go back and review what went out.
After the batch
Head back to Jobs to Invoice with the same filters and you'll see the list has cleared out — leaving only the items Batch Create couldn't handle, like interval payments. Those you'll invoice manually, and then you're done for the period.
💡 Tip: Batch Create shines on high-volume, repetitive billing — end-of-month maintenance and post-storm snowplowing especially. Set your filters up once, select, one click, and your invoicing is finished in a fraction of the time.
Questions about Batch Create? Reach out to us in the chat in the lower right corner and we'll be glad to help.