Batch invoices and bulk actions

Send the same invoice to up to 50 customers at once, and email or tag groups of customers in one step.

If you send the same invoice to many customers, a batch invoice saves you from building each one by hand. Each customer still gets their own separate invoice.

Create a batch invoice from the builder

1. Select Create, then Invoice.
2. Under Bill to, select up to 50 customers from the customer list.
3. Add the items, discounts or surcharges you want to bill.
4. Set the issue date, due date and any invoice dates.
5. Add a message if you like. It will be the same on every invoice.
6. Review the details. The preview shows the first customer on your list.
7. Issue or schedule the batch, or select Save as Draft.

Once created, each invoice appears separately on the Invoices page and can be edited on its own.

Screenshot to add: the Batch Invoice Recipients card with several customers selected

What's different on a batch invoice

• Service For isn't available, because it's specific to each customer. You can add it to individual invoices afterward.
• CC Recipients isn't available for the same reason. Edit an individual invoice later to add CC recipients.
• You can only add multiple customers to a new invoice, not to an existing draft.

Use bulk actions on the Customers page

You can also act on a group of customers from the Customers page.

1. Select the checkbox next to each customer, or the checkbox at the top of the table to select all.
2. Select Bulk Actions.
3. Choose an action: - Send Email: send one email to the selected customers. - Add Tags: add tags to organize the selected customers. - Batch Invoice: start a batch invoice for the selected customers (up to 50, and only active customers).
4. Follow the steps for that action.

Bulk Actions is available on larger screens.

Need help? Email support@finli.com.

Updated October 22, 2026