Service Fusion has long offered the ability to email an invoice to a customer on-demand. This has been an effective solution to communicate the details of the invoice, helping to facilitate collections efforts, identifying customer interactions with the emailed invoice, among various other processes emailing an invoice is a part of. To help maximize efficiency when sending these emails, you can now take advantage of sending multiple invoice emails simultaneously.
You can check to select invoices from the invoice dashboard. In order to send an email for multiple invoices, begin by checking the invoices that need to be emailed:
Next, interact with the 'Email' button above the check mark boxes:
Which then presents you with the following email dialogue:
The 'To' section will simply display a number of expected recipients, based on the information contained in the invoices that you selected to email. The email address recipient and the number of recipients follows these rules:
- The email goes to the same email address that would be automatically loaded if you were in the invoice > email invoice dialogue.
- Recipients count may be different than the number of selected invoices if the primary billing contact on the invoice does not have an email address.
The number of invoices to be emailed will be summarized in the send button, after the communication template has been selected. Select to send the invoices and multiple invoice emails will be sent simultaneously!