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paul82
paul82
December 8, 2021
Question

How can I email several invoices to one customer and be able to amend the default email to be tailored to a specific person. Using batch action just sends a generic email

  • December 8, 2021
  • 1 reply
  • 0 views
If batch actions - send transactions is used , I do not get the chance to check/edit/review the email, it just fires them off and our standard email template needs to be changed depending on who we are dealing with.

1 reply

E
EmmaM
December 8, 2021

Hello Paul, to confirm the several invoices do you want them to be in one email? If so you can download as a pdf each invoice you want using the more and print preview>download as pdf option and then save to the pc. Once done you can then send from your own email and add all the invoices as attachments.

paul82
paul82Author
December 8, 2021

Hi Emma,

 

Yes I just wanted to send all together rather than one at a time, good point, I could save them all as PDF and attach to one email.

 

Shame the option isnt there in QB but Hey Ho.

 

Many thanks.

Paul

 

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