AIMS360 Batch Invoice creates every invoice from a selected set of pick tickets in one run, then emails and prints them in bulk with a message customized per customer.
When forty pick tickets went out on Friday, you should not open forty orders on Monday. The AIMS360 Batch Invoice module takes the pick tickets you select, invoices all of them in a single pass, and then emails and prints the results in bulk.
Batch invoicing creates many invoices in one run instead of invoicing each order by hand. In AIMS360 the Batch Invoice module takes a set of pick tickets you select, invoices all of them at once, and then lets you email and print the resulting invoices in bulk with a message customized per customer.
The condition is that shipping information is already completed at the pick ticket level. Batch Invoice is not a shortcut around the warehouse. It is what you run once the warehouse has told the system what actually left the building.
Six steps, and two of them are where the mistakes happen.
Opened from the invoicing menu. Everything below happens in one screen, which is the point: you are not navigating back to individual orders.
The first thing the module asks for. Worth knowing that the date is held for the rest of your logged in session that day, so a batch you run in the afternoon inherits the date you set that morning unless you change it.
Optional. Enter or select an account code and the list narrows to pick tickets available to invoice for that customer only, which is how you bill one large wholesale account without touching the rest of the day.
Pick the specific tickets you want invoiced in this run. Nothing outside the selection is touched.
Checked by default. Leave it on and the run goes straight through. Uncheck it and the program stops at each pick ticket so you can look before it invoices. This checkbox has one consequence worth its own section below.
Every selected pick ticket is invoiced as is. In Automatic mode there is no stopping or canceling once the run begins, so the selection screen is the last point at which you can change your mind.
Because Automatic mode was left on. Credit cards are not processed by the automatic batch invoice feature, and invoices can be created without the cards being charged. If you take payment at invoicing, uncheck Automatic before you click Start Batch.
This is the single most expensive thing to get wrong on this screen, because nothing appears to fail. The batch runs, the invoices are created, the log looks clean, and the money simply never moved. You find out later, in aging.
| If you are doing this | Automatic mode |
|---|---|
| Capturing a pre-authorization taken at order | Must be unchecked |
| Charging the balance after a deposit | Must be unchecked |
| Charging the order in full at invoicing | Must be unchecked |
| Reviewing each pick ticket before it invoices | Uncheck to stop at each one |
| Net terms wholesale, no card at invoicing | Leave checked, run straight through |
Both happen from the same Batch Invoice screen once the run is finished. If your brand already uses the automatic invoice email option, there is nothing further to do at all: the invoice goes to the people designated in the customer master on its own. See automated invoicing for how that side works, including the payment option that travels with the email.
If you are not on automatic email, you send the batch yourself, and it is still one action rather than forty.
Select the invoices, click Email, and write one message. Dynamic Keywords, which begin and end with the at symbol, drop each recipient's own values into it: Invoice Number, Customer Name, Customer PO and others. The available keywords are listed beside the composer. Click Send and the system confirms whether each message went.
Select the invoices, click Print, and the Print Invoice menu opens with its own formatting options. This is the path for accounts that still want paper in the carton or an invoice in the mail.
A customer says they never got it, or an email did not go through. AIMS360 has a separate Batch Email Invoice module for exactly this. Select any number of invoices, click Email, and they go to the addresses configured on the customer accounts. A log file displays afterwards confirming which were sent successfully and which were not.
One prerequisite catches people: the customer account has to have the automatic invoice feature activated, because that setting lives at customer level rather than being a property of the batch. If a resend quietly does nothing for one account, check that first.
They are different jobs, and most brands run both.
| Question | Batch invoicing | Automated invoicing |
|---|---|---|
| What it does | Creates invoices | Delivers invoices and collects payment |
| What starts it | A person selecting pick tickets and clicking Start Batch | A pick ticket completing |
| Suits | Brands that bill on a cycle, or in waves after a shipping day | Brands that want billing to follow shipping with no gap |
| Card capture at invoicing | Yes, with Automatic unchecked | Payment happens from the invoice email instead |
| Read more | You are on it | Automated invoicing |
Worth knowing before you build a process around it.
It does not invoice anything the warehouse has not finished. Shipping information has to be complete at the pick ticket level first, so a backlog in the warehouse becomes a backlog in billing rather than a stack of wrong invoices.
It does not process credit cards in Automatic mode. Covered above, and repeated here because it is the one that costs real money.
It does not undo itself. There is no cancel once an automatic run has started, so the pick ticket selection is the checkpoint.
It does not replace an EDI 810. Retailers who require invoices as machine to machine documents receive them through the AIMS360 EDI engine. Batch invoicing covers the accounts that are billed by email or paper.
What brands ask before moving billing into a run.
Batch invoicing creates many invoices in a single run instead of opening and invoicing each order individually. In AIMS360 the Batch Invoice module takes a set of pick tickets you select, invoices all of them at once, and then lets you email and print the resulting invoices in bulk.
Launch the Batch Invoice module, set the invoice date, optionally filter to a single account, select the pick tickets you want to invoice, choose whether to run in Automatic mode, then click Start Batch. Every selected pick ticket is invoiced as is. Shipping information must already be completed at the pick ticket level.
Not in Automatic mode. Once Start Batch is clicked there is no stopping or canceling the run. If you need the ability to review or intervene, uncheck Automatic before starting, which makes the program stop at each pick ticket.
Because Automatic mode was left on. Credit cards are not processed by the automatic batch invoice feature, and invoices can be created without the cards being charged. If you capture a pre-authorization, charge a balance after a deposit, or charge an order in full at invoicing, uncheck Automatic so the run stops at each invoice and the card can be processed.
Yes, and it catches people out. The invoice date you set is held for the remainder of your logged in session that day. If you close the Batch Invoice module and come back later to invoice a different set of pick tickets, the date stays as it was until you change it.
Yes. Selecting or entering an account code in the Batch Invoice module filters the list so you only see pick tickets available to invoice for that account, which is how you bill one large wholesale customer without touching the rest of the day's shipping.
Yes. Select the invoices, click Email, and compose the message using Dynamic Keywords, which begin and end with the at symbol and pull in values such as Invoice Number, Customer Name and Customer PO. Every recipient gets their own details inside one message you wrote once.
Batch invoicing is how invoices get created, as a run you start against a set of pick tickets. Automated invoicing is how invoices get delivered and paid, raising the invoice when a pick ticket completes and emailing it with a payment option. Most brands use both, running batches for the bulk of shipping and letting automation handle delivery.
Yes, through the Batch Email Invoice module. Select any number of invoices and click Email, and they are sent to the addresses configured on the customer accounts, with a log file confirming which sent successfully. The customer account has to have the automatic invoice feature activated, since that is set at customer level.
Last reviewed 17 August 2026 by the AIMS360 product team.
Behavior described here is from current AIMS360 documentation for the Batch Invoice and Batch Email Invoice modules, covering the invoice date session behavior, the optional account filter, Automatic mode and its effect on credit card processing, the exportable log file, Dynamic Keywords in bulk email, batch printing, and the customer level requirement for resending invoices.
Bring a real day of pick tickets to a demo and we will run the batch against it, including the accounts whose cards you capture at invoicing.
