Create invoices in bulk

Whether you are responsible for creating, editing and finalising all invoices or creating draft invoices for review, you can create multiple invoices at once in the triConvey Companion Site Web App.

Table of Contents

• Create invoices
• View all invoices

Create invoices

1.    Open the triConvey Companion Site Web App and select Invoices from the left menu. 

2.    Select the Create Invoices tab.

3.    Use the filters on the left to filter amounts for the matters. 

4.    Use the checkboxes to select the matters you wish to create invoices for. 

5.    Select Create.

6.    Choose the Date Issued and Due Date. 

7.    Select if the invoices should be saved as Draft or Final and then select Save as Draft or Save as Final.

Tip:   Best practice is to save the invoices as drafts for further review.  You can bulk finalise drafts and review invoices individually to make changes easily from draft invoices.  If you want to go from untilled time to a finalised invoice, you can choose to finalise invoices as well.

View all invoices

All invoices are available on the Invoices tab.  

• Use the filters on the left to filter the invoice list further. 
• Tick the checkboxes to select multiple invoices.

Some actions you can take include: 

• Combine multiple invoices into PDFs.
• Bulk finalise or delete draft invoices.
• Bulk send finalised invoices via email or mark them as sent.