Bulk Emailing Invoices

Bulk Emailing Invoices

Introduction

You may require to bulk send invoices emails to your customers - saving the need to process these one by one.

How to bulk send invoices emails

1) Select Email Invoices.

2) Tick the boxes as relevant: Not yet emailed will only show invoices which have not been sent, if you deselect this box you are able to resend a previously sent invoice by email. Have email address should remain ticked, if deselected it will show invoices for customers without email addresses.

 

3) If you have changed any of the above criteria, then click Refresh.

4) You can select all by clicking the Select All button at the bottom of the screen, or you can choose which ones you want to select by using Ctrl + Left Click, using Ctrl + Left click again will deselect. A dot will appear at the beginning of the line of the selected invoices.

5) When you have selected all the invoices you wish to send, click Email.

6) When you have finished, click Close.



 


    • Related Articles

    • Print/Email Contract Invoices in Bulk

      1.      To raise invoices for all contracts in each period click on Generate Contract Invoices.   2.       Select your Effective date. This looks at all contracts due to be invoiced in the month that is selected. 3.       Select your invoice date. ...
    • Havenstar Reference Guide v3.1 - Operational Process Guide

      The attachment takes you to the full version of the manual so you can print a copy as required.  To view the manual, select the tab Attachment and you will then see the link to the file. 
    • Havenstar Reference Guide v3.1 - Contractors

      The attachment takes you to the full version of the manual so you can print a copy as required.  To view the manual, select the tab Attachment and you will then see the link to the file. 
    • Creating a Credit Note

      Introduction A credit note is a formal financial correction. It reduces or cancels part, or all, of a charge already raised against a customer. It is typically used when: An invoice was raised in error A charge was duplicated A service was not ...
    • Havenstar User Reference Guide for Version 3.0 to 3.3

      Havenstar Reference Guide – Core System For Havenstar 3.0 – 3.3 December 2021 Contents Introduction to Havenstar. 7 Common Icons. 9 Selecting a Boat 10 Searching for a Boat Record. 10 Create Boat and Account 11 Add Boat 12 Enter Boat Details. 13 Add ...