How to Add Invoices to the Email Queue and Send Them

Overview

Multiple invoices can be emailed out as a batch, enhancing efficiency by allowing simultaneous distribution.

Benefits

Batch emailing invoices offers numerous benefits for businesses seeking to streamline their financial processes. 

Specifics

How to Send Invoices to the Email Queue

1.   Navigate to Accounting - Billing.   From there, select the relevant invoices by ticking the select box(es).

2.  Right click on one of the selected lines, and choose Add to Email Queue or use the Ctrl+Alt+A shortcut.

3.  A message will pop up, confirming the number of invoice(s) added to the queue.   From here you will be able to Open the Email Queue or Close to close the message window.

How to Send Invoices From the Email Queue

1.  If "Open Email Queue" is not selected, the queue can be accessed by navigating to Accounting - Billing and selecting View/Edit Queue.

2.  With the email queue open, select the invoice(s) to be emailed.

3.  Select Start Batch to start the process of emailing the selected invoices.  A message will pop up confirming the number of invoice(s) to be emailed.  

4. A new window will open confirming the number of invoice(s) to be sent.   Select Yes to proceed.

5. The email queue will start the process of emailing the selected invoice(s).  Each invoice line will turn green upon successful transmission.  A message box will pop up at the end of the batch session, confirming the status of the email process.