If you send out many invoices at the end of the month, you do not need to print them one by one. In Smart Books you can tick several sales invoices in a register and print them together, either as one combined PDF or as a separate PDF for each invoice. For bigger batches, Smart Books prepares the file for you and keeps it in Downloads.
Before you start
- You need permission to print sales invoices. Without it, the Bulk Print button does not appear.
- Only sales invoices that are posted are included. Drafts and cancelled invoices are left out of the count.
Select the invoices
- Open Register in the top menu and open a register that lists your sales invoices.
- Tick the box beside each invoice you want to print.
- A bar appears with the actions for your selection. Select Bulk Print. The number in brackets is how many invoices will be printed.
Choose how they should come out
The Print selected invoices window opens and shows how many invoices you selected. Pick one option:
- One combined PDF: all invoices in a single document. Best for printing a batch in one go. It takes up to 200 invoices at a time.
- A separate PDF per invoice: one file for each invoice, named after its invoice number, delivered together in a .zip file. Best for filing or emailing them one by one. It takes up to 1,000 invoices at a time.
If you selected more invoices than an option allows, that option is greyed out and tells you the limit. Smart Books then picks the other option for you, or you can narrow your selection.
Print or download straight away (up to 50 invoices)
With 50 invoices or fewer, the button reads Print and your number of invoices, or Download and your number with ".zip" for separate files. A combined PDF opens ready to print. Separate PDFs download as one .zip file named with today's date.
Larger batches: collect them from Downloads
With more than 50 invoices, the button reads Prepare and your number of invoices. Smart Books builds the file in the background, because it is too big to hand over at once.
- Select Prepare. A progress bar shows how many invoices are done.
- You can wait, or close the window with Keep preparing in background. Invoices already prepared are not lost.
- When it is finished you see a message that your file is ready in Downloads.
- Open Downloads under the Workspace items in the menu. Find your file and select Download.
Each download shows its size and how many days are left. Files are kept for 7 days and then deleted automatically. After that, print the batch again to get a fresh copy. Use the bin icon on a row to remove a file you no longer need.
If preparing stops
If you close your browser or your computer goes to sleep, the batch shows as Paused in Downloads. Select Resume to carry on from where it stopped. If it shows Failed, select Try again.