Bulk emailing receipts lets you send payment confirmations to multiple tenants at once from within your Client/Trust Account. Receipts are sent to the account contact of the related tenancy. Where there is no related tenancy, the receipt goes to the contact who made the payment. An email address must be on file for the contact.
How to Bulk Email Receipts
Navigate to Accounting > Income & Expenses and select the Receipts view.
Tick the checkboxes next to the receipts you want to send.
Click Bulk Actions, then select Email.
Confirm the selection and send.
Email Template
The bulk receipt email uses a fixed template that cannot be edited:
Subject: Receipt from [Company name]
Body: Hi [contact name], please find attached your receipt for payment made on [payment date]. If you have any questions, please let us know. Thanks, [Company name].
UK Exception
VAT Receipts associated with Payment Requests cannot be sent using the bulk email feature. These must be sent individually from within the client accounting area.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.