One familiar group. This month’s changes.
Keep the work that still applies. Add this month’s extras, update an agreed fee, leave out a client who does not need an invoice, and include someone new — in one shared composer.
| This month’s work | Change in the run |
|---|---|
| A retainer client needs an extra service | Add the work to that client’s invoice |
| Another client’s fee or billing currency changes | Adjust that invoice, not the whole group |
| A client has no work to bill this month | Exclude that client from this issue |
| A new client joins | Include the client and prepare their invoice |
See the differences before you issue.
Preview brings the group together: amounts and currencies, changed products, new clients, excluded invoices and warnings. Check the totals and the exceptions before creating the next batch.
A separate invoice is created for each client. The run lets you prepare and review them together.
Your first month starts with the clients.
No previous run? Select the clients you want to invoice, prepare their invoices together and review the group. Once issued, the run stays in your history to use again.
The invoices stay useful after issue.
Download the invoices as PDF or HTML, record payments and follow outstanding invoices in reports. The issued run stays in your history for the next time you need it.