Accounting Ideas

Batch Sales invoices by email - default settings

when emailing multiple invoices to a customer, the default email settings are not applied, and must be over-written/customised each time, including the customer contact information.

can this be amended to pull in the existing default information used when sending a single invoice by email?

  • Guest
  • Aug 5 2021
  • Great Idea Currently In The Works
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  • Guest commented
    31 May, 2023 09:30am

    Also, if sending multiple invoices in this manner, they get bulked into one pdf file. Customers don't like this as they have to then use a program such as Adobe Pro to separate them out. Could we have the option e.g. a tick box to "send as individual files" or "send as one file" if more than one invoice has been selected to send ?