Just finished a hectic month with multiple projects. Now I’m staring at a pile of invoices to send out. Wondering if there’s a way to streamline this process and send them all at once.
Manually creating each invoice feels like a time sink. Anyone cracked the code on bulk invoicing without losing that personal touch?
I just use a basic spreadsheet for invoices. Copy and paste for each client, change the numbers. Takes a bit of time but gets the job done without any fancy stuff.
I’ve been there with the invoice pile-up. Here’s what works for me:
I set up a basic spreadsheet with formulas. Just plug in the hours and rates, and it spits out the total. Copy-paste for each client, tweak the details.
Then I block out an hour or two, put on some music, and crank through them all at once. It’s not glamorous, but it gets the job done.
For sending, I use an email merge add-on. Loads all the invoices as attachments and sends personalized emails in bulk. Saves a ton of time.
Just remember to double-check everything before hitting send. Nothing worse than mixing up client details when you’re in the zone.
I use a simple invoice template and just swap out the client details. Takes a few minutes per invoice.
For sending, I batch them all into one email session. Open all the invoices, fire off emails one after another. Gets it done quick without fancy software.
Just make sure you double-check everything before hitting send.
I’ve been doing this for years and here’s what I found works best:
For creating invoices, I use a Google Sheets template. It’s free and does the job. I’ve got all my client info saved, so I just pick from a dropdown and the details auto-fill. Then I punch in the hours or project details. Takes about 2-3 minutes per invoice.
For sending, I use Gmail’s mail merge feature. It’s a bit techy to set up, but once it’s running, it’s a lifesaver. I can send 50 invoices in about 10 minutes, all personalized.
The key is to set aside a specific time for invoicing. I do mine every Friday afternoon. Pour a coffee, put on some tunes, and power through. It becomes a routine.
Just be careful with bulk sending. Always double-check everything. I once sent the wrong invoice to a client and it was embarrassing to fix.
I just scribble them on paper and snap a pic. Works okay for me most of the time.
Quickbooks. It’s not fancy, but it does the job. You can set up templates for each client, then just punch in the numbers and hit send. Saves a ton of time.
For sending, I queue them all up and blast them out in one go. Takes about an hour for 20-30 invoices. Just make sure you’ve got all your details straight before you start.
If you’re dealing with a bunch of similar jobs, you can even set up recurring invoices. Set it and forget it.