Overview
The new functionality allows bulk processing and sending of invoices, making it especially useful for high-volume invoice processing. This means you can select and send multiple invoices at once instead of sending them individually.
1. Go to the Invoices tab
2. Select the invoices you want to send
3. Click Send Email
4. When the confirmation prompt appears, click Confirm
5. Wait for the loading spinner to finish.
6. A notification will confirm how many invoices were sent.
7. Check that a “Sent” tag with the date now appears beside each invoice number.
Important:
1. Only invoices that are Unsent & Unpaid can be sent.
2. If any selected invoice is Paid, Void, Fully Written Off, or Pending Approval, the Send Email button will be disabled (greyed out).
3. Sent email logs will be recorded under the Matter logs, Invoice detail logs, and Contact logs.
Matters tab
Invoices tab
Contacts tab
4. Invoices can be re-sent, which updates the "Sent" tag date.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article