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 module, see the Knowledge Base article here: https://technology.bytangram.com/space/TGKB/2007040017/Debtors+>+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 > Debtors > Debtor Invoices > Ready for print
Select the invoices you want to send:
Or if you want to select all, you can click the select all box:
Once you’ve made your selections, click on the ‘attach invoices to email’ button:
A pop-up will appear with a question:
Clicking YES will move all of the selected emails to the Finalized tab. It’s advised to do this as others will know that they’ve been sent out.
Your email drafts pop-up 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, you can click on each email to check the 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:
