Send invoices to multiple customers

[FTA123]

Hi

I am wanting to send invoices to multiple customers in one go.

I understand I should go into the "Sales" Command Centres under "Print/Email Invoices"

But then I'm lost.

Each "Sales Type" I choose under the "To Be Emailed" TAB has no invoices coming up.

Please help. Thanks in advance.

[Komal_S]

Hi @FTA123 

The emails would appear in the To be Emailed section only if the Delivery Status of the invoices is set to To be Emailed. If it's Already Printed or Sent, then there would be no invoices in that tab. If that is all correctly set up, please attach a screenshot of one invoice as an example and the Advanced Filters window on the Print/Email Invoices so we can investigate further. You're welcome to send these by Private Message if they contain any sensitive information.

[FTA123]

Great! Thank you very much.

Is there a way to make the default for "Invoice Delivery Status" to be To Be Emailed?

[Komal_S]

Hi @FTA123 

The status can be set as default in the Selling Details of each customer's card file as shown:

However, please note that it would only take effect for future invoices. For all the invoices that have been already raised, you would have to change the status in the invoices itself.

Please let me know if you have any questions.

[FTA123]

Thanks Komal

This will require going into each individual card.

Is there a setting where we can do it for ALL customer cards in one go?

Thanks again

[Komal_S]

Hi @FTA123 

Unfortunately, it can only be done individually from the cards. There is no bulk way of doing so. 

[FTA123 · Accepted solution]

Ok thanks again