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

• Setup Email - Email Templates Fields & Variables

  Setup Email - Email Templates Fields & Variables This article pertains to Havenstar version 3.35 and above. Quick Intro This article is a reference for the available dynamic fields and variables that you can use to create personalised email templates ...

• Advanced Email Templates

  Havenstar Email Templates Quick Intro Email templates are used to prepare and reuse content for communicating with your customers, such as marketing content, and important marina information. They can be personalised using dynamic variables, so that ...

• Contract Manager - Raising Contract Invoices (Batch Process)

  Contract Manager - Contract Invoicing Quick Intro The Contract Invoicing screen is designed to help you raise all your monthly contract invoices in one batch process. It is intended to be run on a schedule of once a month. All due or overdue invoices ...

• Setting a Customer's Invoice, Statement, and Contract Communication Preferences

  Quick Intro Your customers can opt to have different important account documents - Invoices, Contracts, and Statements - delivered by post or email. In addition, they could also choose to receive different documents to different email addresses. A ...

• Contracts - Deposits as Upfront Invoices

  Introduction Contracts can be be partially-invoiced in advance of the main invoicing schedule, as means to bill and request advance payment. This is done using the Contract Instalments screen when setting up a contract. Configuring a Contract with a ...