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Katja QS
Feb 7, 2023 8:45 AM UTC
Question

How can I search for Unsent Invoices and send them in bulk?

How can I search for Unsent Invoices and send them in bulk?

 

Ideally I want to filter the invoices by paid/unpaid as well, prior to bulk-sending them.

3 replies

Ashleigh1
Feb 7, 2023 10:07 AM UTC

Hello Katja QS 

 

Welcome to the Community page, 

 

I can help you send batch invoices. Here's how:

 

  1. Go to Sales.
  2. In the Invoices tab, select the invoices.
  3. Click on status, select either unpaid or paid 
  4. Tick the box next to date to select all or tick the boxes you need to send invoices for 
  5. Click on Batch actions.
  6. Select Send. 
  7. Enter the customer email address.
  8. Click on Send.
Katja QSAuthor
Feb 7, 2023 11:09 AM UTC

Hi Ashleigh

 

Thanks for your reply. I am familiar with the page you have mentioned, but I specifically want to filter by the invoices that are unsent, i.e. have not been sent previously.

 

Please advise.

 

Thanks

Ashleigh1
Feb 7, 2023 2:13 PM UTC

Hello Katji QS, thanks for coming back to us, so there is not really away to do this, you could try click the small cog wheel on the all sales page>  tick last delivered > click the last delivered subheading to reorganise dates > one's that haven't been sent will then appear blank in this column but you would then have to tick each one to then send. 

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