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- Sales
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Subscriptions
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Returns
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
- Training
- Reporting
Bulk send Invoices
Before you are able to utilise this feature, you need to set up your Companies to have a Contact that is assigned with a Contact Role called “Invoice” – the following screenshot shows this field on a saved Contact.
To apply a Contact Role, click edit on the record and then scroll down to the Contact Role field and click to reveal a list of options, then select Invoice from the list.
Once you are done, click Save & Close on the record to apply the change.
You can then send Invoices to customers by email in bulk with the following steps:
- Selecting the desired Invoices using the radio buttons on the left side of the list.
- Clicking on the Send Invoices button below the activity bar.
CRM will then email Invoices to the Contact for the Company that has the Contact Role “Invoice” applied.
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