Depending on your internal process, you might like to send your invoices in bulk at the end of the month. This can easily be done by selecting the ones you want to send and emailing them.
For more information on the Debtor Invoices, refer to the Knowledge Base article Debtor Invoices.
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SENDING YOUR INVOICES IN BULK
Once the invoices are approved, the status will change to ‘ready for print’.
Go to finance & administration module > debtors sub-menu> debtor invoices
Then go to the ready for print tab
Select the invoices you want to send, by checking the check box
Or if you want to select all, you can click the select all icon
Once you’ve made your selections, click on the ‘attach invoices to email’ button
A pop-up will appear with a question - 'Set the print status = OK for chosen invoices?'
Clicking yes will move all of the selected invoices to the finalized tab
It’s advised to do this as others will know which invoices have been emailed.
Your email drafts will also show on the right
If you’ve got multiple invoices to the same debtor, the system will automatically group them into the same email.
Now that the emails are drafted, click on each email to check the details i.e. email addresses, content and attachments
Once you’re ready to send, you can click send in the pop-up composer box
Or, if you’d rather make your changes and send later, click close, the changes will be saved
To send them all at the same time, select all of the invoices and click on send selected emails
