Anchor’s Bill clients in bulk lets you import a spreadsheet of line-item charges and generate multiple invoices in one click. This is ideal when you need to bill dozens (or hundreds) of clients at once.
Download the template
In the sidebar, click Billing
Click on Bill clients in bulk (top right).
Click Download example file
Save the CSV template to your desktop.
The template already contains the required column headers in the correct order and comes with a sample file for reference.
Populate the file
Enter (or export) one row per line item. Items with the same Bill Type and Issue Date will be grouped into a single invoice.
Tip: Keep the header row exactly as-is. Renaming columns will cause an upload error.
Use the field rules below:
Column | Accepted values | Notes & validation rules |
type | IN_AGREEMENT | OUT_OF_SCOPE | Must be uppercase. |
issue_date | MM-DD-YYYY | Up to 1 year in the past (when Bill Type is BILL_NOW) or 1 year in the future (when Bill Type is BILL_ON_DATE). |
bill_type | BILL_NOW | BILL_ON_DATE | BILL_NOW cannot be paired with a future Issue date. |
agreement_id | Text | Agreement ids can be exported from Agreements table. Required. |
service_name | Text | for IN_AGREEMENT charges, it must be unique and exist in the agreement. for OUT_OF_SCOPE charges, it should be defined in the services library. |
quantity | Positive number | Required for OUT_OF_SCOPE and unit-based IN_AGREEMENT charges. |
rate | Positive number (in USD) | Required for OUT_OF_SCOPE and range-based IN_AGREEMENT charges. |
unit_discount | Positive number (in USD) | Optional for OUT_OF_SCOPE charges. |
note | Free text | Optional |
Upload, review, and send
In the sidebar, click Billing
Click on Bill clients in bulk.
Click Choose a file and select your completed csv. A summary (e.g., “132 line items in 120 agreements”) will appear.
Click Bill clients.
If errors are found you’ll see row-by-row messages so you can correct and re-upload.
When all rows pass, you’ll move straight to billing.
Invoices are generated automatically
Anchor issues invoices for each affected client.
Clients will be notified by your Notification settings.
Status can be tracked in the invoices page.