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Documentation Index

Fetch the complete documentation index at: https://docs.florists.digital/llms.txt

Use this file to discover all available pages before exploring further.

If you have corporate or account customers, you don’t want to invoice every order individually. Bulk Invoicing combines a customer’s orders for a period into one invoice; Statements summarise their account activity for sending at month-end.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.

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Bulk invoicing

1

Open Business > Bulk Invoice

Find Bulk Invoice in the Business section.
2

Pick the date range

Most shops do this monthly — pick last month’s date range.
3

Review eligible orders

The page shows every account customer with billable orders in the period, grouped by customer. Uncheck any you want to exclude (a customer paying ad-hoc this month, for example).
4

Generate

Click Bulk Invoice Orders. The system produces one invoice per customer, combining all their orders into a single PDF with itemised lines.
5

Send

Send all invoices by email automatically (each goes to the customer’s billing email plus your invoice CC address), or download them individually if you prefer to send them yourself.

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Statements

A statement isn’t an invoice — it’s a summary of the customer’s account activity for the period. Use it to remind a customer of what they owe and what they’ve paid. Statements live at Business > Statements. Pick a date range, choose which customers to include, and send. Each statement shows:
  • Opening balance at the start of the period
  • Every invoice issued during the period
  • Every payment received during the period
  • Closing balance — the total still owed
Customers reconcile against the statement before paying — it’s standard practice in B2B billing.

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Checking what was delivered

After sending bulk invoices or statements, the Notifications tab on each customer’s account shows whether the email was delivered, opened, or failed. Failures usually mean the billing email address is wrong — fix it and resend.

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Common questions

Bulk invoicing is designed for account (corporate) customers. Retail customers normally get a sales receipt at the time of payment, not a deferred invoice.
Issue a credit note (see Credit management) to offset the disputed amount. The bulk invoice stays, the credit note reduces the balance, and the audit trail is intact.
Yes — see Setting up your invoices for logo, footer, and CC email configuration.

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What’s next?

Financials

Per-order invoicing and payment recording.

Credit management

Credit notes, manual adjustments, and customer credit analytics.
Last modified on May 17, 2026