How to Use the Mass Invoicing Feature in Eemel.com
Mass invoicing allows you to easily create and send the same invoice to multiple customers at once. Below is a step-by-step guide on how to enable and use this feature in Eemel.
🔧 Activating the Feature
Go to Settings (gear icon in the top menu)
Select Available Features
Find and check the box: “Enable mass/group invoicing?”
Click Save changes
Once enabled, the Sales menu will display a Mass Invoicing option
👥 Adding a Customer to a Customer Group
Find the desired customer from the Invoices page or under Sales → Customers
Open the Edit view for the customer
Go to the Additional Info tab
Under Other Details, select the desired group from the Customer Group dropdown
To create a new group, choose NEW CUSTOMER GROUP (+) from the dropdown
Click Save
🧾 Creating a Mass Invoice
Navigate to Sales → Mass Invoicing
Click New Mass Invoice
Select the customer group for which the invoice should be created
Enter the invoice rows and other details
Click Save
💸 Invoicing the Mass Invoice
On the Mass Invoicing page, check the box for the mass invoice you created
Click INVOICE SELECTED MASS INVOICES
The system will generate individual invoices for each customer in the group
⚠️ Note: These invoices are not sent automatically. They remain in the Uninvoiced section.
You can send them manually or enable background auto-sending.