Our Bulk Email Invoices tool is a great way of sending multiple invoices to your customers in one go, which makes it a perfect feature following an invoice run for your orders. You can also apply simple filters to email invoices for a particular customer, date range, batch or even if you wanted to re-send any previous invoices.

Enable the Email Invoice role permission and head to Invoicing > Email Invoices (you may need to Refresh the screen to see this change).

By default this screen will show a list of all invoices that have not yet been sent.

Note: If an invoice is emailed individually (outside of this screen) then the system will know this and it will be classed as “Sent”.

Use the filters to produce a list of invoices you want to email, then use the checkboxes to select one or all of the invoices.

Note: If you select all, then this will apply to all invoices across pages in the filtered results.
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Click the Email icon in the top right corner to bring up the email template form.

Customise the Subject, Message and choose whether to receive a copy for yourself and click Send.

Note: Any changes to the template made here will not be saved for next time at the moment, but there will be a future change allowing this.
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A message will appear which starts the process and the Status field on each invoice in the table will change from Emailing to Emailed or Failed, depending on the result.

Note: Just like the invoice run, you won’t need to stay on this screen until the job is finished. If there are any failures then you can hover over the Failed status for an error message.

Once everything is complete, you’ll receive an email telling you that the invoices have been sent to your customers!

Yes, invoices have an Email To field which is used for this situation. Just enter the email here and it will be sent to this one instead of the Account Email. If this field is blank on the invoice then it will go to the Account Email.

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Not at the moment, but if you’d like to see this in the system we’d love to get some feedback from you to see how you’d like this to work.

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Yes, you can! When you press the e-mail button on the bulk e-mail invoices screen, you can choose the following option - "Separate PDF for each invoice"

If this set to Yes, then the e-mail your customer receives with the invoices in will have separate PDF files per invoice. If it's set to No, they will receive on PDF file which contains all of their invoices.

Not at the moment, but this feature will be part of a future update.

There is no limit for the total number of invoices which can be sent to your customers, however you can only send a maximum of 200 invoices to a single email address in one go. This is to keep the PDF size to an acceptable limit so it will be received by email providers.

If you need to send more than 200 invoices to a single email address, then simply send them in different stages.

Start a conversation using the Blue help bubble at the bottom-right ↘️

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