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01-04-2023 12:44 PM
Hi, it would be awesome if there was a way to send a customer all of their invoices at once, vs having to go into each invoice and emailing it. I have a customer who wants all of their 2022 invoices, so that would be helpful.
Thanks!
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Enhancement Request
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01-05-2023 06:38 AM
It's not a prefect process but our work around is to "print statement" and check the "include zero balance invoices" that will show all of their invoice history, print, scan and email to customer. Also if you have the customer portal set up they can view their past invoices there.
Bill Joplin's Air Conditioning & Heating
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01-07-2023 06:56 AM
When creating your invoice check the box email later. Then go to file send forms and it will send all of your invoices at once. Also if you go into the customer and click on payment settings. Select preferred delivery method and change to email. This will automatically select the email later box on any invoice you create for that customer.
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01-06-2023 07:57 AM
Thank you for your help!
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01-05-2023 06:38 AM
It's not a prefect process but our work around is to "print statement" and check the "include zero balance invoices" that will show all of their invoice history, print, scan and email to customer. Also if you have the customer portal set up they can view their past invoices there.
Bill Joplin's Air Conditioning & Heating