Bulk Invoice Generation for Multiple Families
Bulk Invoice Generation for Multiple Families
Learn how to generate invoices in bulk for multiple families within 2 minutes!
Why Generate Invoices in Bulk?
Bulk invoice generation is useful when:
Processing multiple session-based invoices at once – Instead of creating individual invoices for each family, the system
automatically pulls session dataand generates invoices in batches.Handling end-of-cycle billing for families on periodic invoicing – If your business charges families on a
set schedule(weekly, bi-weekly, or monthly), bulk invoicing ensures all invoices are generated at the correct time.Reducing administrative work for large tutoring businesses – Businesses managing multiple students across different tutors can streamline their invoicing process and send out invoices in just a few clicks.
Ensuring no sessions are missed in billing – The system automatically scans completed sessions and ensures all billable events are invoiced correctly.
Why Generate Invoices in Bulk?
Bulk invoice generation is useful when:
Processing multiple session-based invoices at once – Instead of creating individual invoices for each family, the system
automatically pulls session dataand generates invoices in batches.Handling end-of-cycle billing for families on periodic invoicing – If your business charges families on a
set schedule(weekly, bi-weekly, or monthly), bulk invoicing ensures all invoices are generated at the correct time.Reducing administrative work for large tutoring businesses – Businesses managing multiple students across different tutors can streamline their invoicing process and send out invoices in just a few clicks.
Ensuring no sessions are missed in billing – The system automatically scans completed sessions and ensures all billable events are invoiced correctly.
How to Generate Bulk Invoices in Evallo
Generating invoices in bulk is a simple process in Evallo. Follow these steps to ensure all families are billed efficiently:
Go to the Invoicing Module
Open Evallo and navigate to the Invoicing section.Click on All Families from the sidebar.
Select the Families for Bulk Invoicing
Use the available filters to select families based on session completion, billing cycle, or specific tutors.Select multiple families by checking the boxes next to their names.
Click on Generate Invoices
Once families are selected, click the Generate Invoices button.The system will scan for completed or pending sessions and automatically generate invoices.
Review and Approve Invoices
After the invoices are generated, they will appear in the Draft state. Admins can review the invoices to ensure all details are correct. If everything looks good, select the invoices and click on Approve (under Bulk Actions dropdown) to send the invoices to respective families.
Families will receive notifications and payment links based on their payment settings. Families with saved payment methods will be charged immediately on receiving the invoice. Once paid, invoice status will be updated automatically.
How to Generate Bulk Invoices in Evallo
Generating invoices in bulk is a simple process in Evallo. Follow these steps to ensure all families are billed efficiently:
Go to the Invoicing Module
Open Evallo and navigate to the Invoicing section.Click on All Families from the sidebar.
Select the Families for Bulk Invoicing
Use the available filters to select families based on session completion, billing cycle, or specific tutors.Select multiple families by checking the boxes next to their names.
Click on Generate Invoices
Once families are selected, click the Generate Invoices button.The system will scan for completed or pending sessions and automatically generate invoices.
Review and Approve Invoices
After the invoices are generated, they will appear in the Draft state. Admins can review the invoices to ensure all details are correct. If everything looks good, select the invoices and click on Approve (under Bulk Actions dropdown) to send the invoices to respective families.
Families will receive notifications and payment links based on their payment settings. Families with saved payment methods will be charged immediately on receiving the invoice. Once paid, invoice status will be updated automatically.
What Happens After Bulk Invoices Are Generated?
Invoices appear in the All Invoices screen – Each invoice can be reviewed individually if needed.
Families receive invoice notifications – If auto-send is enabled, families will receive their invoices via email immediately.
Auto-deduct is applied where available – If families have a saved payment method and auto-deduct is enabled, payments will be processed automatically.
What Happens After Bulk Invoices Are Generated?
Invoices appear in the All Invoices screen – Each invoice can be reviewed individually if needed.
Families receive invoice notifications – If auto-send is enabled, families will receive their invoices via email immediately.
Auto-deduct is applied where available – If families have a saved payment method and auto-deduct is enabled, payments will be processed automatically.
When to Use Bulk Invoice Generation vs. Automated Invoicing
Use bulk invoice generation when you want
manual controlover invoice approval before sending.Use automated invoicing if you prefer invoices to be
generated and sent automaticallyon a set schedule without manual intervention.
When to Use Bulk Invoice Generation vs. Automated Invoicing
Use bulk invoice generation when you want
manual controlover invoice approval before sending.Use automated invoicing if you prefer invoices to be
generated and sent automaticallyon a set schedule without manual intervention.
Final Thoughts
Bulk invoice generation makes managing large volumes of invoices more efficient , ensuring families are billed on time while reducing administrative workload. Whether you're processing invoices for completed sessions or handling periodic billing, this feature streamlines your workflow and keeps your business operations running smoothly.
For more details on customizing invoices or managing automated invoicing
Final Thoughts
Bulk invoice generation makes managing large volumes of invoices more efficient , ensuring families are billed on time while reducing administrative workload. Whether you're processing invoices for completed sessions or handling periodic billing, this feature streamlines your workflow and keeps your business operations running smoothly.
For more details on customizing invoices or managing automated invoicing
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