Overview:

This feature is a great way to send Accounts Receivable (AR) Job Sales Invoices in bulk to their recipients, especially for frequently billed Input and Output Based jobs when combined with the Bulk Invoices Creation feature. Using this screen you can select any number of Approved invoices you wish to send and have the system send emails en masse rather than going in to each invoice and clicking the Finalise button.

Screen Guide:

The screen can be switched between showing Local and Foreign Currency Values, and filtered to narrow down the list, and is designed to only show invoices with a Status of Approved.

It is important to note that any jobs that do not have an Email address listed will fail to send an invoice. You can send these invoices manually using the standard procedure of finalising invoices, or you can add a Job Contact with a valid Email address then return to this screen.

Tick the checkbox on the left side of each AR Invoice line you wish to finalise then click the Final Invoice button to initiate the sending process. A banner will be displayed at the top indicating when the process is complete, and will produce a yellow banner if there are any warnings.

Next Steps:

You can always view or reprint an invoice by finding it in Job Sales Invoices, or unfinalise it as long as it has not been exported to your financial system.

To export the finalised invoices to your financial system, proceed to Export Control and follow the export process for your company's specific system.