Bulk Emailing Receipts

  • Updated

Using the bulk email receipts feature, you can select multiple receipts and send them out in one go. This is particularly useful for users who need to send payment confirmations to multiple tenants or contacts at once.

Who Receives the Bulk Emails?

Receipts are emailed to the account contact of the related tenancy. In cases where there is no related tenancy, the receipt will be sent to the contact who made the payment. It's important to ensure that an email address is associated with these contacts, as receipts cannot be emailed without one.

How to Bulk Email Receipts

Follow these steps to send out your receipts in bulk:

  1. Navigate to the Income & Expenses section where Receipts are listed.
  2. Select the receipts you wish to email by clicking on the corresponding boxes.
  3. Click on the Bulk Actions option followed by Email.
  4. Confirm that the correct receipts are selected and proceed to send the emails.

[Add a screenshot showing how to select and email receipts in bulk]

Email Template for Bulk Receipts

The email template used for bulk sending receipts is pre-set and includes the following details:

  • Subject: Receipt from [Company name]
  • Body: Hi [contact name],
    Please find attached your receipt for payment made on [payment made date].
    If you have any questions, please let us know.
    [Company name]

Please note that this template is not editable to maintain consistency in communication.

Exceptions to Bulk Emailing Receipts

VAT Receipts associated with payment requests are an exception and cannot be sent using the bulk email feature. These receipts must be sent individually from within the client accounting area.

See these related articles for further assistance:

  • Article 1
  • Article 2
  • Article 3
  • For guidance on sending VAT receipts, please see this related article:

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