Batch deliver invoices

Overview

Batch delivery is the second step in batch invoicing. After invoices are created, deliver multiple invoices together at the end of a day, week, or billing cycle.

You can:

• Select invoices by status.
• Email invoices using saved client contacts.
• Generate invoice PDFs and mailing labels for standard mail.

Batch delivery from the invoices page

1. Open Invoices.
2. Select More actions.
3. Select Batch deliver invoices.

Selecting invoices for delivery

First select the delivery method:

• Email.
• Standard mail.

Invoices in these statuses can be selected:

• Draft.
• Awaiting payment.
• Past due.

Select All beside a status to include every invoice in that group, or select individual invoices.

Select Next step after reviewing the selection.

Batch delivery via email

Batch emails are sent to:

• The primary starred email on the client profile.
• The client’s billing contact.

After selecting Next step:

1. Review the Send via email preview.
2. Edit the email message when needed.
3. Review the selected invoices.
4. Choose whether to attach invoice PDFs.
5. Select Send now.

Draft invoices move to Awaiting payment after delivery, unless their due dates place them in Past due.

Invoice PDFs are not attached by default. Clients use View invoice to open the invoice in Client Hub, where they can pay or download a PDF.

To attach every invoice PDF:

1. Open the attachments area in the email preview.
2. Select PDF of invoice.
3. Confirm delivery.

Manage default language in Email Templates.

Batch delivery via standard mail

Standard-mail delivery generates:

• A printable document containing the selected invoices.
• A document containing labels for the clients’ billing addresses.

This also provides a way to print PDFs for multiple draft, awaiting-payment, or past-due invoices.

Paid invoices cannot be selected for batch standard-mail delivery. Download their PDFs individually.

After selecting the invoices:

1. Select Next step.
2. Choose the label size and format.
3. Enter the email address that should receive the generated files.
4. Select Send now.

Generation and email delivery can take up to 15 minutes.

Example mailing label and invoice PDFs

Supported output formats can include:

• Avery 5160 family labels, 30 per page.
• Avery 7160 family labels, 20 per page.
• Standard #10 envelope.
• General mailing labels.
• Standard printable invoice package.

Review the client billing addresses and document settings before generating a large mailing batch.