An invoice is a formal record of work completed and provides clarity for your clients on what they are being charged. The ability to track invoices that have been sent, paid, or are outstanding is fundamental to maintaining healthy cash flow.
Creating and sending large volumes of periodic invoices can be time-consuming. However, delayed or missing invoices can negatively impact cash flow and customer experience. This is where batch invoicing becomes invaluable.
What Is Batch Invoicing?
Batch invoicing allows multiple invoices to be grouped and processed together. It is designed to handle high volumes efficiently, reducing repetitive data entry and minimising the risk of human error.
Batching can be scheduled according to your workflow requirements — weekly, monthly, or at any other nominated interval. Instead of processing and emailing invoices individually, invoices are generated and sent in one streamlined process.
The same principle applies to accounts payable, where multiple supplier invoices can be batched and paid at once, saving time and administrative effort.
SapphireOne Batch Invoicing Functionality
SapphireOne allows you to select groups of invoices and print or email them in bulk. Regular batch invoicing improves productivity by enabling you to bill multiple clients simultaneously, freeing up time for higher-value activities.
Sending invoices on a consistent schedule — such as the same day each month — also encourages more predictable and timely payments from customers.
Getting Started: Batch Emailing Invoices in SapphireOne
Follow these steps to batch email invoices:
- Open Inventory Mode
- Select Sales from the top toolbar, then choose Invoices
- In Print Destination, select Email
- The Report Type will automatically format to Batch Email
- In Report Sort Order, choose how you want invoices sorted
- In Report Selection, choose Include Printed if required
- Select the appropriate Sequence By fields
- Click Print to open the Batch Email Invoices screen
- Select the invoices to be included
- Under Attach Report, choose the standard report or a Custom Report
- Tick Import to Document After Send to retain a record in SapphireOne Documents
- Click Send
Improve Efficiency and Cash Flow
By automating invoice processing and delivery, SapphireOne batch invoicing reduces administrative workload, improves accuracy, and helps ensure invoices are sent on time — supporting stronger cash flow and better customer relationships.
Click for more information regarding improvements and features within the latest release of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.