Bulk Invoice Generation (Automated Multi-Client Billing)

Managing large billing cycles is now simpler with the Bulk Invoice Generator.

This feature allows you to:

1. Select a billing period.
2. Automatically pull all client billable entries for that period.
3. Group entries by client, showing service type, staff, date, rate, and total.
4. Assign different send-to contacts for each billable entry (useful when clients are managed by multiple plan managers).
5. Review totals, apply tax preferences (Tax Inclusive/Exclusive), and generate invoices in bulk.

At generation, Imploy creates one invoice per client contact, ensuring that billing aligns perfectly with self-managed or plan-managed requirements.

Additional metrics, such as total clients, number of billable entries, and GST-inclusive grand totals, are shown live at the top of the page for accuracy and reconciliation.

This module saves hours of manual data entry and enables rapid invoice generation across hundreds of entries at once.

Disclaimer: Current generation requires a Xero integration - we are currently working on an integration for QuickBooks and Myob.