Sending invoices in bulk
Bulk invoice sending lets you dispatch multiple invoices in one action — useful at end of month for contract clients, or when you have a backlog of completed jobs to bill.
How to send invoices in bulk
In the main navigation, click Invoices to open your full invoice list.
Use the filter bar to narrow down by status (e.g. Draft), date range, customer, or job type. This makes it easy to target exactly the invoices you want to dispatch.
Select individual invoices using the checkboxes on the left of each row. Or tick the header checkbox to select all visible invoices at once.
Once you have selected at least one invoice, an action bar appears at the bottom of the screen. Click Send selected to proceed.
Trade2Base sends each invoice individually to the relevant customer by email and adds a Stripe payment link automatically. A confirmation summary shows how many invoices were dispatched.
Each invoice is sent individually to its customer. Customers only see their own invoice — not a combined list.
Frequently asked questions
Yes. Use the filters to narrow your invoice list to specific customers, then select all visible invoices. Only those matching your filters will be selected and sent.
Not per-send. The email body is determined by your invoice email template, which you can customise in Settings > Email Templates. If you need a personalised message for a specific customer, send that invoice individually instead.
Yes. Once an invoice is marked as sent, the standard payment reminder schedule applies. You can configure reminder timing in Settings > Invoices > Payment Reminders.
Scheduled sending is not currently available for bulk actions. To send at a specific time, you can set a send date on individual invoices before bulk-selecting them, or use the single-invoice flow for time-sensitive dispatch.
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