---
title: "Invoice Batches Tab Reference"
slug: "invoice-batches-screen-reference"
updated: 2026-04-03T15:57:32Z
published: 2026-04-03T15:57:32Z
canonical: "guide.youraspire.com/invoice-batches-screen-reference"
stale: true
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice Batches Tab Reference

The Invoice Batches tab in the Invoicing module displays a list of invoice batches and lets you filter and display information to suit your needs. This reference covers the tab's key fields and UI elements.

An invoice batch is a set of invoices that can be processed, printed, and sent simultaneously in bulk. A single batch can contain both print and mail invoices and email invoices. Selecting an invoice batch from the list opens it in the [Batch screen](/user-guide/docs/batch-screen-reference).

To access the Invoice Batches tab, go to the Invoicing module in the navigation bar, then select **Invoice Batches**.

### Things to know

- Invoice batches are created from the [Invoicing Assistant](/user-guide/docs/understanding-the-invoicing-assistant).
- The **Select Batch** checkbox and **Bulk Actions** dropdown are only available for companies using 4-4-5 accounting periods. Selecting batches enables the **Update Accounting Period** option in the **Bulk Actions** dropdown.
- Checkboxes only display for batches that haven't been completed. The accounting period can't be changed for completed batches.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1664229972267.png?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A38Z&se=2026-10-27T07%3A23%3A38Z&sr=c&sp=r&sig=Jv8ZzXze4VTjLHNYFsQtK6KL5plGbrHPjD2G42J6tQM%3D)

## Reference table

| Field / Item | Description | Behavior / Notes |
| --- | --- | --- |
| **Select Batch** checkbox(Not pictured) | Lets you select one or more invoice batches to perform a bulk action on. | Only available for companies using 4-4-5 accounting periods (a fiscal calendar that divides the year into 13 four- or five-week periods instead of calendar months). Checkboxes only display for batches that haven't been completed, and the accounting period can't be changed for completed batches. |
| **Bulk Actions** dropdown | Displays a menu with the **Update Accounting Period** option, which lets you change the accounting period for all invoices in the selected batches. | Only displays when one or more **Select Batch** checkboxes are selected. Only available for companies using 4-4-5 accounting periods. |
| **Invoice Count** column | The number of invoices in the batch. |  |
| **Date Created** column | The date the batch was created. |  |
| **Total Dollars** column | The total dollar value of all invoices in the batch. |  |
| **Created By** column | The name of the user who created the batch. |  |
| **Branch** column | The branch associated with the batch. |  |
| Three-dot icon | Opens a menu with the following options: **Save As**, **My Default**, **Reset Advanced Search**, **Print Screen**, **Export to Excel (Current View)**, **Export to Excel (All Fields)**, and [**Create Metric**](/user-guide/docs/navigating-editing-and-creating-a-metric). |  |