- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
‎05-15-2023 10:00 AM
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!
Dispatch and Office Supervisor - Smelly Mel's Plumbing
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
‎05-15-2023 10:44 AM - edited ‎05-15-2023 10:54 AM
Under the billing/customer file, you can also email statement and send a copy of all invoices
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
‎05-15-2023 01:17 PM
Thank you!!!
Dispatch and Office Supervisor - Smelly Mel's Plumbing
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
‎05-15-2023 10:44 AM - edited ‎05-15-2023 10:54 AM
Under the billing/customer file, you can also email statement and send a copy of all invoices
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
‎05-15-2023 10:27 AM - edited ‎05-15-2023 10:28 AM
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
