Setup
In order to send invoices in a batch the customer record needs to be set-up with the correct information.
Begin on the accounting tab of the customer record. On the right hand side will be a box that reads "Invoice Email" with a check box and an email field.
If the default email (the one established on the phone tab of the customer record) is the email that the invoices need to be sent to, select the check box "Use Default Email". The email box will populate with the email from the main tab. NOTE: A change to the email on the phone tab does not automatically repopulate the email field in the Invoice box. Uncheck and recheck the box to repopulate the field.
Should the email that the invoices need to be sent to be different from the default email address, click inside the email field, clear any existing data and hand key in the correct email address to be sent to.
Emailing in a Batch
When referencing batched invoice emails, the system will send out a found set of invoices, one email per invoice. The software will not group invoices to the same customer or project into one email.
In Order to send the invoice batch, begin by navigating to invoices.
Perform a find for the invoices you'd like to send. Common searches are a specific customer, a specific date or range, or anything that is unpaid.
The system will present a list view of invoices. In the action bar/header there is a button labeled "Email Set". Click this button.
The screen will switch to the screen that displays the list again, scrolling to the right will display a field with the email address that the invoice will be sent to. Should an email field be empty, correction will need to be made at the customer level, there is not a way to hand key in the field at the list view.
Should your list present any invoice that should not be sent, there is an omit button (the word "omit") to the left of the email address, click this button to omit the record.
After reviewing the list of invoices to be sent out, click the continue button on the top left of the screen.
The system will present an email form as displayed below:
This is the opportunity to enter the parameters of all invoices to be sent out.
The body of the email can be modified by clicking inside the field and entering any text to be displayed.
Select an option for "Mark Invoices As" and select a Print option.
Once satisfied with the text in the main body and the print selections, click the "Send" button on the upper right of the email box to send the invoices.