If another system works out what each customer owes every month, you do not have to type those invoices into Rebill one by one. Export them as a CSV, upload it under Invoices > Batches, and Rebill creates a draft invoice per client and emails them all in one run.
Preparing the CSV
One line per invoice line. Lines for the same client are combined into one invoice. Download the template from the upload page for the exact headers; Rebill also recognises common alternatives such as "Customer code", "Qty" or "Amount".
- client_code or client_email: identifies the client. Codes are matched first. Set codes on your clients (or import them with the client CSV import) so a shared or changed email address never bills the wrong person.
- description: the line text (required)
- quantity: blank means 1
- unit_price: in your currency, e.g. 150.00 (required). Currency signs and thousands separators are ignored.
- vat_rate: a percentage. Leave blank to use your account rate when you are VAT registered; 0 means no VAT on that line.
- invoice_date: YYYY-MM-DD; blank means today
- due_date: blank means 30 days after the invoice date
- po_number: optional purchase order number
- item_type: item (default), product or service
Running a batch
- 1
Upload the file
Go to Invoices, open the Batches tab and click New batch from CSV. Select your file. Rebill checks every row straight away. - 2
Review the preview
You see either a list of row errors (unknown client code, a price that is not a number, a due date before the invoice date) or the invoices the batch will create, one per client, with their totals. Nothing is created while there are errors: fix the file and upload it again. - 3
Create the drafts
Give the batch a reference such as "September 2026" and click Create. The invoices are created as drafts, so you can open and adjust any of them before anything goes out. - 4
Send the batch
On the batch page click Send. Each invoice gets its number and is emailed to the client with a link to view and pay it online. The page shows progress as the run works through the list; you can leave and come back.
No duplicates
Uploading the same file twice does not create a second set of invoices: Rebill recognises the rows and points you to the existing batch. Sending a batch again only sends invoices that are still unsent, so a retry after a problem never emails a client twice.When an invoice cannot be sent
The batch page lists every invoice the run could not deliver and why. The usual cause is a client without an email address. Fix the cause, then click Retry on the batch to send the remaining invoices. Invoices that were already sent are left untouched.
Changed your mind?
A batch that has not been sent yet can be deleted from its page, which removes its draft invoices too. Once a batch has been sent it stays in your history.Batch emails use the same invoice email as a scheduled invoice: a link to the online invoice, with the PDF attached when Attach PDF to client emails is on in your invoice defaults. Free plan accounts are subject to the usual monthly invoice limit, counted across the whole batch. WhatsApp delivery is not part of a batch run.