To print multiple Notes & Forms that are linked to billing entries:
- Navigate to the Billing module and select Billing
- Filter for the client, date range of the notes & forms, and for the timesheets that have files attached
- To filter for timesheets with files attached, click on the drop-down and select File(s) attached

3. Display “150” billing entries per page instead of 50, because only 150 entries can be printed with notes & forms at a time.
4. Select the entries on the grid by clicking the first checkbox on top of the grid to select all
5. Click the Actions drop-down and select Bulk-generate invoices

6. Click Activity Statement
7. Choose a location in the Send from drop-down and make sure the “Send To” field has the correct payor to display on the invoice.
8. Click Bulk-Generate Activity Statements
9. Click Click here to print your invoices
10. In the invoice, choose/edit what information should be shown in the columns on the left-hand side:
- In the “Columns” tab, select Notes/Forms
- The “Payments” tab includes all of the information associated with the billing entries. This is generally not included in this type of activity statement.
- The “Other” tab contains miscellaneous information, such as client information, aside from the “Notes Location” drop-down.

11. Click Save Settings. Please note, “Save Settings” is based upon login.
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- i.e. When user A saves, and user B wants to generate the activity statement the same as user A, user B has to select/unselect the same checkboxes in each column. It will only appear saved when users log in and generate another activity statement.
- It is recommended to designate a team member to do this for the organization, for consistency. To designate more than one user, have them save the same settings in their log in.
12. Click Generate PDF. The notes & forms will not show in the preview of the invoice, they will appear once the PDF is generated and downloaded.
13. Click Download All and it will generate a PDF that can be printed.
14. After printing the PDFs, create a “Printed” billing label and assign it to those timesheets.
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- Navigate back to the billingmanager tab and select Back to billing
- When printing more Notes & Forms linked to billing entries, exclude the “Printed” label from the grid.

Click here to learn how to change the location of notes in an invoice.