Using the bulk invoicing facility, it is possible to save time by creating many invoices in a batch with one click. This is a useful feature for invoicing all your clients at month end who have a particular payment type.


In this scenario we are sending monthly invoices to a number of recurring dog walking clients.​

            ON DESKTOP:

Navigate to Invoicing > Bulk Invoicing

STEP 1​​​

  • Choose “Monthly Invoiced” from the payment type drop down, then click "This Month".

    • Or input a date range for the month and click "Reload".

  • The screen now shows quotes (orders) that are yet to be invoiced with a payment type of "Monthly Invoiced" for the dates selected. We can use these results to create invoices and send them to all selected clients in a single action.


  • Check the selection box in the column heading to select all quotes.

  • Click either "Create Invoices (Email)..." if you wish to email your invoices to clients immediately or "Create Invoices (No Email)..." if your clients pay online and you simply want to show their latest invoice in the the client portal for them to pay.


  • On the Invoice Options screen, select the options you require for creating your invoices.

  • There are several Invoice Options you can choose when raising multiple invoices, with an explanation as follows:


Only change this option if you want to invoice "up to a date". If you choose to do this, a new date option will appear called "Invoice Up To And Including" for you to specify the date range. For example, you may have scheduled all walks to take place in September on a single service order, but you may wish to invoice your client for the first two weeks of September on one invoice, and produce a separate invoice at a later date for walks scheduled for the rest of the month. Otherwise leave this option as "All Services".

Automatic Payment Options: Take Payment if Applicable:

You may find that an option to "Take Payment if Applicable" is visible in the "Create Invoice" dialog box (see screenshot).


This option will be displayed (unchecked) if:

  • you have the "Enable Auto Billing" box checked in Invoice Settings in Admin > Settings > Invoicing AND

  • at least one of your client's Payment Credential is "Stripe" AND

  • at least one of your clients has registered a valid credit or debit card with you AND

  • the "Allow automatic payment" box is checked on the Payment Methods screen in the Portal.

NOTE that if you check this box, the system will attempt to take the appropriate payment from the client's card. If, for any reason, the card payment cannot be processed, e.g. there are insufficient funds in the account, then the invoice will still be created, but will be listed on the Unpaid Invoices Report.

Email Options: Send Email To Client:

Checking this box will send an email to the client's email address entered into the Main Contact Email Address in the client record. It is pre-checked but you can uncheck it at this point.

Attach Account Summary PDF:

Leave this box checked if you want to send an Account Summary to your clients with their invoice. Uncheck it if you do not want to attach an Account Summary.

Email Template:

If you have not set a pre-selected email template for creating invoices, select the appropriate email template from the drop-down.

Email Subject:

The default Email subject displayed in this field is the custom email subject "Invoice", but you can amend it here if you wish. If you do amend the subject on this screen, the default custom subject will not be changed. For more information on custom email subjects, please see Email Subject Settings.

Email Body:

The system will display the body of the email for the Email template you have chosen. You can amend the text here if you wish - this will not affect the template itself.


  • When ready, click "Create Invoice(s)".

  • The invoices will now be emailed to your clients and also to the Spouse / Alternative Contact and Emergency Contact 1 on the client record IF you have entered an email address for the contact and checked the "Copy Emails to this Address" box. The invoice date will be set to today's date and the due date will be calculated in accordance with the payment type. 

  • A copy of each invoice will also be sent to your PSP admin mailbox:

    • if you have left the "Send Email to Client" box checked and

    • if the "Do Not CC Invoices to Company" box in "Invoice Options" is UNchecked.

How do I set it to automatically display my "Invoice" Email Template?


If you have a number of invoices to create for one client, you might want to send each invoice WITHOUT the account summary automatically included. Instead you might create the invoices first and then send the final invoice showing the correct full amount WITH the account summary box checked. Otherwise the account summary will be sent with each invoice and will show different amounts due after each invoice is raised which could confuse the client.

Here is an example of the email message as it might appear in your client's inbox in their email client. The invoice is automatically attached to the email as a PDF, and we checked the box to attach the Account Summary as well.

Here is an example of how the invoice might appear in its PDF format.

If you are located in Australia and charge GST then the words "Tax Invoice" will appear on your invoice instead of just "Invoice", as this is a legal requirement.


Here is an example of how the Account Summary might appear in its PDF format.



  • Tap the Navigator and select Invoicing > Bulk Invoicing


  • From the Payment Types drop-down, select "Monthly Invoiced" to view all of your recurring dog walking clients (who are set to Monthly Invoiced) for the month. 

  • Select the date range by tapping the down-arrow next to the date range menu. 

    • Tap "This Month" or​

    • Enter a custom date range for the month and tap "Reload".


  • To create invoices for all Monthly Invoiced clients simultaneously, tap the select-all checkbox in the column header on the left.

  • Tap the "Actions" button.

  • Select either "Create Invoices (Email)..." if you wish to email your invoices to clients immediately or "Create Invoices (No Email)..." if your clients pay online and you simply want to show their latest invoice in the the client portal for them to pay.


  • Select the Invoice Options that you require for your invoices (see descriptions above). 

  • Tap "Create Invoice(s)".

  • The invoices will now be emailed to your clients and (optionally) to the alternate contact(s) on the clients' accounts, and to the Company email address as a CC. 


Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.

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