Bulk Invoices

Flowtly Editorial Team2 min

Bulk Invoices in Flowtly streamline the process of generating multiple invoices at once, saving significant time for organizations that manage a high volume of billable projects or client engagements. Rather than creating each invoice individually, the bulk invoicing module allows you to select multiple projects or timesheet entries and generate corresponding invoices in a single batch operation.

The module is particularly valuable for service-based businesses that bill clients on a regular cycle. By pulling data directly from projects and logged timesheets, bulk invoice generation reduces manual data entry, minimizes errors, and ensures that all billable work is captured accurately. Each generated invoice can be reviewed and adjusted before finalization.

Bulk invoicing integrates with Flowtly's broader invoicing and financial management features, meaning generated invoices follow the same numbering conventions, tax rules, and approval workflows as individually created ones. This consistency ensures that your financial records remain clean and auditable regardless of how invoices are created.

Example use cases

  • Monthly Client Billing: Generate invoices for all active client projects at the end of each billing cycle, ensuring timely and complete billing.
  • Timesheet-Based Invoicing: Convert approved timesheet entries into invoices in bulk, accurately billing clients for hours worked across multiple projects.
  • End-of-Quarter Reconciliation: Batch-create invoices for any unbilled work at the close of a quarter to ensure revenue is properly recognized.
  • Multi-Project Clients: Generate separate invoices for each project under a single client in one operation, maintaining clear project-level billing records.

Connection map

Refers toUses upPart ofDerived from
Documented hereDocumented elsewhere
invoice billed to counterparty. invoice taxed by tax-group. cost spends against budget. cost owed to counterparty. bank-transaction reconciled to invoice. contract schedules payment-schedule-line. contract agreed with counterparty. contract attached to budget. budget covers project. invoice billed from project. project linked to budget. lead becomes counterparty. deal sold to counterparty.billed totaxed byspends againstowed toreconciled toschedulesagreed withattached tocoversbilled fromlinked tobecomessold toIInvoice — A sales document issued to a client: line items, dates, tax. It is created, reviewed, previewed and then sent.InvoiceCCounterparty — The other side of a financial document — a client billed, or a supplier owed.CounterpartyTTax group — The tax treatment applied to a line, so rates are set once rather than per document.Tax groupCCost — Money the organisation owes or has spent, tracked against a budget.CostBBudget — The financial envelope an engagement is measured against — what was planned, versus what has actually been spent.BudgetBBank transaction — A movement on a connected bank account. Matching it to an invoice or a cost is what makes the books agree with the bank.Bank transactionCContract — The financial terms of an engagement: a structured set of payment schedule lines, in one direction or the other.ContractPPayment schedule line — One dated amount on a contract, in a direction — money owed to a supplier, or due from a client.Payment schedule linePProject — The core organizational unit for a business initiative, client engagement or internal work. Everything tracked — time, cost, invoicing, profitability — hangs off one.ProjectPProspect — A company you are working but that is not a customer yet. It sits at New, Contacted or Qualified, and everything done to it is logged against it.ProspectDDeal — A sale in progress: a customer, an amount, and the stage it has reached. It cannot exist without a customer, and its stage is never blank.Deal