Bulk changing invoices to "To be emailed"
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Hamilton Christian School
Member Posts: 13 Novice Member
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Is there a way to email all invoices and credits within a period (eg last or current month), including those generated by Point of Sale? I could then email statements without the "Show tax invoice item details" option (which isn't very pretty and uses GST exclusive values), and then email the invoices/credits so customers have the transaction detail. [Obviously I don't want to go through all the invoices and manually select the "To be emailed" option.] I am a NZ user of Enterprise 2015.
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Comments
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Hi,
To email invoice or adjustment notes in bulk go to File > Send Forms. There is no option for selecting a period, it will just bring up all forms that were set to be emailed and have not yet been emailed. Tick off the ones you want to send and have the rest unticked. Thats the only way to send them in bulk.
Regards,
Shane.0 -
Hello Shane
I am aware of the <Send Forms> facility, but don't want to have to manually select all our invoices in order to be able to email them.
Maybe another option would be for PoS Administrator to have the ability to add (or not) a < To be emailed > flag to all transactions when they are imported?
Thanks
Gavin
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