{"id":1510,"date":"2022-06-24T08:00:10","dateGmt":"2022-06-24T08:00:10","modified":"2022-06-28T04:34:22","modifiedGmt":"2022-06-28T04:34:22","status":"publish","title":"How to Bulk Invoice Completed Services","content":"

Let\u2019s learn how to bulk invoice completed services in Local Service Hero, and charge to the payment method saved by each customers.<\/p>\n

This is an excellent way to optimize the billing process and charge all invoices for services that have been marked as \u201cCompleted\u201d by your employees. You won\u2019t have to check customers one by one to see if they have pending invoices for completed services.<\/p>\n

How to bulk invoice completed services in Local Service Hero<\/h3>\n

Once you log in to your Local Service Hero account, you need to open the\u00a0Clients<\/strong> page at\u00a0CRM > Clients > View All<\/strong>. Once there, you\u2019ll see all your clients displayed on a spreadsheet with their detailed information:<\/p>\n

\"search<\/a><\/p>\n

Now you need to use the\u00a0Any Balance<\/strong> dropdown and select the\u00a0Send invoices for completed services<\/strong>. This till send the invoices for completed services via email and charge the registered credit card.<\/p>\n

\"bulk<\/a><\/p>\n

After that, you\u2019ll see a popup asking if you want to Create invoice automatically<\/strong>.<\/p>\n

If you select\u00a0Yes<\/strong>, you will automatically invoice completed services and charge to the payment method saved by each customers. If customers do not have a saved payment gateway, the invoice with the payment link will be sent to each customer\u2019s email for them to pay manually.<\/p>\n

\"How<\/a><\/p>\n

Finally, you\u2019ll see a progress bar that will indicate that the invoices are being emailed.<\/p>\n

\"How<\/a><\/p>\n

Once it\u2019s complete, all the services that have been marked as completed will be charged for to all the clients.<\/p>\n

Go back to the Blog<\/strong><\/a><\/p>\n

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