Sending customer invoices using an email batch
- In the navigation panel, double-click Relationships, then click Email Batches.
Click New in the ribbon to create a new email batch. The new email batch screen will display.
From the drop down in type select Invoices
- Enter an email subject
Click on Extract Batch icon from the top panel, pop up box will appear
Enter a Start Date and End Date. If the (enddate-startdate) >31 days, there will be a warning message that appears
Enter a Start Customer and End Customer this is optional.
Click OK and then
The customer contact email address used for invoice recipient is Account Payable.
Use the following Cards List View option to review email address list to ensure it is complete and accurate :
Click Run Batch Now from the top panel.
Email batch sending status checking is similar to Sending customer statements using an email batch
If recipient email address is incorrect validation error occurs- "Email address 'test@test.com.au' is not valid"
Normal behavior of Email batch invoice : One Customer receives one email with multiple invoice attachments, If invoice attachments size over the max limit, Readysell with split into another email with the rest of invoice attachments.
If this option selected, Readysell will send One Customer One Email with One Invoice attachment.
