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Enhancements for Bulk Invoicing.

In preparation for e-invoice creation, the bulk invoicing feature is receiving a minor update: This allows for more targeted and controlled invoicing, even with different invoice formats.

Control Options for Bulk Invoicing

Check Prerequisites

In the new intermediate step, MOCO will notify you if not all prerequisites for invoice creation are met for a project. Just like in other areas (e.g., bulk mailing). Benefits:
  • Targeted overview of all selected projects
  • Information on how many invoices can be successfully created (1)
  • Tooltip information on which prerequisite is missing (2)
  • Special invoicing info recorded for the project displayed via the blue "i"

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Quickly Correct and Update as Needed

By clicking on the icon or the linked project name, you open the affected project in a new window. Add the missing details, close the window to return to bulk invoicing.

With the update option (3), you can have MOCO check again – and then create the invoices as drafts or directly with confidence (4).

Final Information and Direct Link to Invoices

MOCO provides final information on how many invoices were successfully created and for what amount and offers the option to jump directly to the corresponding list. The created invoices are pre-selected for bulk mailing!

Bulk Invoicing Directly via Smart Filter "Billable"

The automatic creation of multiple invoices can be initiated in the "Projects" area and under "Invoicing > Billable". The following has been optimized:

Location under "Projects" Becomes More Specific

The bulk action (Invoicing) moves from the general "Client Projects" list to the Smart Filter "Billable". Here, projects with billable items are specifically filtered. This not only improves the overview – the logic also follows other areas where targeted bulk actions are offered based on a necessary feature. Example: bulk mailing of invoices under "Invoicing" in the Smart Filter "Created".

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Standard Period under "Invoicing" > "Billable" Optimized

By default, all billable amounts are displayed. This means you can then specifically narrow down as needed.

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