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Invoice multiple clients

With the Premium subscription, you can easily invoice multiple clients at the same time.

This feature is perfect if you regularly invoice clients for the same products or service. Don’t yet have Premium? Log in to upgrade today!

How to create an invoice for multiple clients

To create an invoice for multiple clients, you start by clicking CREATE INVOICE on the homepage or in the left-hand menu:

The Conta homepage for a premium user

On you’re on the invoice creator, click on Bill to. You can search through existing clients or register a new client at this stage:

The bill to step of the invoice creator where you can search through existing clients or register new clients

Once the first client has been added, you can add another client by either searching through existing clients or registering new clients:

The invoice creator with one client added in the bill to-field

You can add up to 10 clients per invoice. Once you’ve added your clients, this is what the Bill to-window will look like:

The invoice creator window with multiple clients added in the bill to-field

When you’re done adding clients, click ADD to add them to your invoice. Your invoice will look like this:

The invoice creator with multiple clients added in the bill to-field

You make the rest of the invoice as normal. Need a refresher? This is how to create an invoice in Conta.

When you’re happy with how the invoice looks, click CREATE INVOICE.

How to send the invoice

Once you’ve created the invoices, this is what your invoice overview will look like:

To send the invoices, click on each of them and enter the client’s email address in the Send-field:

If you’ve added the client’s email previously, it’ll be autofilled here. Read more about how to send an invoice from Conta.

That’s how to invoice multiple clients at the same time!

Can’t find what you’re looking for?

Our support team is here to help you when you start invoicing with Conta.

grita