Invoicing Question

[ChelseaTitan]

Is it possible to go into a customers' account, group up all outstanding invoices, and send them at once?

I'm not sure if there is functionality for this yet.  I'm stepping into a role here where previous sewer jobs were not associated with projects.  

Any help would be appreciated!

[ChelseaTitan]

Thank you!!!

[Chayo80 · Accepted solution]

Under the billing/customer file, you can also email statement and send a copy of all invoices

[charringtonPSB]

Are you using Transaction Hub / auto-batching? This might be an easy solution.

Invoices - Invoice Aging bucket - drop down (customer name) - radio button & actions email invoices