Bulk Reprint / Email Customer Invoices Utility

Introduced in Version 8.450 is the Bulk Reprint / Email Customer Invoices Utility

Located under the Invoices/Quotes menu the Bulk Reprint / Email Customer Invoices Utility allows users to generate an invoice that does not have the word Copy recorded on it. 

The output can be direct to the printer or to PDF, with the option of individual PDF's or creating a single PDF document including all invoices which can then be emailed.

If the required output is printing, tick the box Exclude Invoices which will be emailed.  Run again with the Required Output as Individual PDF's to select Invoices that will be Emailed.

The Invoice Layout will default to the Layout that is set up under Admin / Layouts / Manage Invoice Layouts.  But can be changed here if necessary.

By ticking the flag and adding in an email address, users can send the Invoices to a third party by entering the email address

The Utility will work by Date Range, Account, Posted Date Range or a list of invoices

If the Use List option is selected, the main screen changes to remove the Date Range Selection.

It will only print the emails on the list below.

Once the Process Button is selected, a prompt will appear detailing how many invoices are being printed or emailed. 

If this is not correct users have the ability to select No and start again.  Yes will proceed with the Reprinting of the Invoices.

Emailing Invoices

When emailing invoices, either singly or as one PDF, users are prompted to save the PDF's to a specific location.

Open the outgoing email program and add the saved PDF as an attachment from this location.

Note: 

If the Account Number field is left with a 0 in it only invoices for Customers that don’t have a Head Office account will be printed / email.

If a value is entered in to the Account Number field then invoices for that Customer and for Customer accounts with the this account set as their Head Office account will be printed / emailed.