Bulk Emailing Invoices and Credit Notes

  • Updated

Sending out multiple invoices and credit notes to your tenants or clients can be quite the task. Luckily, our bulk emailing feature makes this process a breeze. This article details how you can select and email several invoices or credit notes at once using the bulk actions tool in the Income and Expenses section.


Selecting Invoices and Credit Notes for Bulk Emailing

When you have a set of invoices or credit notes ready to go out to your contacts, here's what you need to do:

  1. Navigate to the Income & Expenses tab.
  2. Locate and select the checkbox next to each invoice or credit note that you intend to send.
  3. Once your selections are made, click on the Bulk Actions button.
  4. In the dropdown menu, select Email.

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Preparing the Email Recipients

After initiating the bulk email action:

  1. A popup will appear displaying all the recipients tied to the selected invoices or credit notes.
  2. If an invoice is associated with a tenancy that has multiple contacts set up to receive invoices, each contact will appear in the recipient list.

You can review and modify the recipient list if necessary before proceeding to send the emails. This ensures that all the right people get the documentation they need.

Final Steps and Sending

With your recipient list ready and reviewed:

  1. Confirm the email content and any messages you wish to include.
  2. Once satisfied, click Send to distribute all the selected invoices and credit notes to your listed recipients at once.

For a smooth process, ensure that each tenancy or client has the correct contact information up-to-date in your system before attempting to send documents in bulk.


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