Bulk email batched invoicesLast updated on 03/22/2022
Bulk email batched invoices
Use the email all functionality on the Batch/Export Transactions screen to send batched invoices to multiple customers at once.
To bulk email batched invoices:
Go to the navigation bar and click Accounting. In the side menu, click Batch/Export Transactions.
Click the Select a batch dropdown and select a batch for which you want to bulk email the invoices.
In the Invoices section, click email all.
The Bulk Email pop-up opens. The Sent column displays the date of the most recent email. It displays Not sent if an email was not sent.
If a customer’s Select checkbox is grayed out, they don’t have an email address on record. Click the customer name to update the email settings for the customer.
To include the attachments associated with the job invoice, select Include all attachments.
To include the forms associated with the job invoice, select Include all forms.
When you’re finished, click Bulk Email.
Want to learn more?
Go back to Invoicing for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.