Tranch makes sending invoices to clients in bulk as simple as filling out a spreadsheet.
To begin uploading and sharing invoices in bulk, navigate to the Send Invoice tab at the left hand navigation menu. There, you’ll see an information box titled ‘Send via bulk upload.’
Select ‘Download template’ to initiate a download of a CSV file containing the required fields, inputs, and examples of each. An example of the file is below:
Once completed, reach out to your dedicated Tranch Account Manager who will ensure invoices are sent via Tranch.
Questions about bulk uploading invoices using Tranch? Reach out to your dedicated Tranch Account Manager or send our support team an email at [email protected] or your dedicated VIP Partner inbox.