You can manually email multiple Billings in one batch process and receive a summary email showing the total number of emails that were sent. Up to 200 Billings can be selected at one time.
Note: If you have the Automated Email Billing job created in the Automated Jobs, the system will automatically send email Billings to your customers.
Send a Mass Email Billing
- Navigate to Accounting Home and click the Create Entries tab. Then, under the Revenues menu, click Billings.
- Select a list view (other than the Recently Viewed list view).
- Select all the Billings you want to send out.
- Click Create Billing PDFs.
Note: A Preview listing of all the Billings that you want to send displays with Billing Contact and Email Address. A warning message displays if the Billing Contact or Email Address is not populated on the Billing.
- To email Billings, click Email PDFs. Otherwise, click Save PDFs to save the Billing PDF files.
Note: The PDF Email Status in the Billing will be updated to Sent. You will receive a summary email with the Billing Email results.
Note: You can create a list view in billings with a filter of 'PDF Email Status' not equal to 'Sent' to see all the billings that have not been emailed.
What about mass printing? I'd like to think we can do some sort of mail merge or something....
Many of our clients have asked that one or more people receive cc's of Billings. If Accounting Seed could populate the cc's when mass emailing billings from the billings list view, that would save time and reduce the chance of error.
Can you use an Organisation-Wide Email Address that you've set up to send billings instead of an individual user?
eg: firstname.lastname@example.org instead of firstName.lastName@company.com
This feature will be available in the upcoming new release, Echinacea. Our Release Notes should be available in the next couple of days that will provide more information on this new feature.
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