Batch Email/Print of Customer Invoices and Statements

Access the page from Invoices main menu, and Batch Email/Print. Click on Start New to start a new batch and onto step 1.

Step 1:
Choose a list of customers to send documents for. Select to include statements and/or invoices.

When including statement, you can exclude customers with zero balances.

When including invoices, you need to enter the invoice date range to include and also you have the option to only send invoices with outstanding balances.

Click next to go to step 2.

Step 2:


On this page, you would choose to either email or print the document for each customer. A customer's preference to receive either email or printed documents can be set at the customer record.  Use select all to email to all customer selected for use select all to print for all customer selected.

If you want to receive a summary email including all the documents sent, enter your email under "Enter Email to Receive Printed Invoices/Statements of All Customers ".

If you want to receive a copy of every single email being sent, enter it under "Enter Email to be Bcc'ed"

To use a different reply to email when recipient replies to the outgoing email, enter it under "Enter Reply To Email"

Click on Start to start the batch process. You can take to a page that lists all batches.

As sending email and generated documents can take a long time, you will need to view the batch later to view its status. If an email is successfully sent to a customer , it will be mark as success for that customer. Otherwise, an error is logged.