Quick summary
Xero's bulk invoice feature lets you create and send invoices to an entire contact group in a few clicks, eliminating the need to generate each invoice individually. This step-by-step walkthrough covers everything from selecting the Invoice To group to approving and dispatching all invoices at once.
Steps
- From Xero's main dashboard, click 'Business' in the top menu bar.
- Select 'Invoices' from the dropdown list of options.
- Click the drop-down arrow next to 'New Invoice' to reveal bulk invoice options.
- Under the Invoice To section, choose the contact group you want to bulk send invoices to.
- Enter all required invoice details — such as issue date and other relevant fields — into their respective input fields.
- Click 'Create Draft Invoices' in the top-right corner to generate the invoices.
- Tick the checkbox beside each newly created draft invoice you want to bulk send.
- Click 'Approve' to approve the selected invoices.
- Tap 'OK' to confirm — the selected invoices will be bulk sent immediately to all intended recipients.
