To open the Bulk Charges Report, open the App Drawer 
then click View All > Reports > Sales > Bulk Charges.
The Bulk Charges Report is a sales report that acts as a central place to track every bulk billing batch your business has run, whether it's scheduled, still processing, or completed. See batch status, client counts, and total amounts at a glance, and drill into any batch for a client-by-client breakdown.
To edit or cancel a scheduled batch, see View and manage batch details in the Bulk Charges Report.
The report lists batches created based on the selected date range. For example, if the batch is created on Sep 15, 2026 and scheduled to run on Oct 1, 2026, the batch is found in the Sept 2026 date range.
Key tips
Staff members must have the View sales reports permission with Bulk Charges selected to view this report.
Staff members must have the Perform Bulk Billing permission to edit or cancel a scheduled batch.
If no batches exist for the selected date range or your filters return no results, the report shows an empty state. Try adjusting the date range or clearing your filters.
Business strategy insights: Why it's valuable
Bulk Billing saves time whenever you need to charge the same amount to a group of clients at once, like an annual fee, a facility surcharge, or a one-time program cost, instead of processing each client's payment individually.
The Bulk Charges Report gives you visibility into that activity after the fact. Use it to:
Confirm a batch went through as expected, and spot which clients still need attention if some charges failed.
Track how much revenue a bulk charge brought in, and reconcile it against what you expected to collect.
Catch and fix a scheduled batch before it runs, if you need to adjust the date or cancel it entirely.
See who on your team ran a given batch, which is useful if a client has questions about a charge on their account.
Customize and manage this report
Some columns may be hidden by default in this report. To show hidden columns, see View or Customize a Report. You can also change the date range, print, export, or save this report as a favorite.
Summary cards in the Bulk Charges Report
Click the Scheduled, Billing in Progress, or Completed card to filter the report to batches in that status.
Summary card | Description |
|---|---|
Total Batches | The number of batches created during the selected period. |
Scheduled | The number of batches scheduled to charge clients. |
Billing in Progress | The number of batches where some client charges haven't yet processed. |
Completed | The number of batches that finished processing all client charges. |
Canceled | The number of batches that were canceled. |
Total Amount | The total amount for batches created in the selected period, including surcharges. Canceled batches are excluded. If a client's account balance is charged after failed reattempts, their surcharge is removed from this total. |
Total Paid | The total amount successfully paid for batches created in the selected period. |
Columns in the Bulk Charges Report
The table shows one row per batch. All columns are sortable. The default sort is by Created Date, oldest first.
Column | Description |
|---|---|
Batch ID | The unique identifier for the batch (for example, BB-2026-0042). Click to open the batch detail page. Batch IDs for Canceled batches aren't clickable. |
Item | The item billed in the batch. If more than one item is included, the column shows the first item and a +[number] indicator. Hover over the item to see the full list in a tooltip. |
Location | The location where the batch was created. Hidden if your business has only one location. |
Total Clients | The total number of clients in the batch. If a client is removed from the batch, the number is recalculated. Click to open the batch detail page. |
Charged | The number of clients in Charged status. Click to open the batch detail page filtered to Charged clients. |
Failed | The number of clients in Failed status. Click to open the batch detail page filtered to Failed clients. |
Pending | The number of clients in Pending status. Click to open the batch detail page filtered to Pending clients. |
Total Amount | The total amount of the batch, including any applicable surcharges and taxes. This updates automatically if surcharge rates, tax settings, or client type discounts change before the batch's scheduled date and time. If a client's account balance is charged after failed reattempts, their surcharge is removed from this total. |
Total Paid | The total amount successfully collected for the batch. Shows a hyphen (–) if the batch is Scheduled, or if it's Billing in Progress and all clients are still Pending. |
Scheduled for | The date and time the batch is scheduled to run, in your business's local time zone. |
Created by | The staff member who created the batch. Click the name to open their staff profile in a new tab. |
Created Date | The date and time the batch was created, in your business's local time zone. |
Status | The current status of the batch. Possible statuses are:
|
Actions | The actions available for the batch. Possible actions are:
|
Filters in the Bulk Charges Report
Filter | Description |
|---|---|
Location | Determines which batches to include based on the location where they were created. This filter only appears if your business has more than one location. |
Purchase Options | Determines which batches to include based on the Purchase Options billed. |
Created by | Determines which batches to include based on the staff member who created them. |
Products | Determines which batches to include based on the products billed. |