Email Invoices in bulk from the View Invoices and View Sales Orders pages. 

You can update the default Message that populates for Invoice emails by heading to the Email Templates tab in your Company settings. For more details, see Company: Email Templates.

Email Invoices in bulk from the View Invoices page

1. From the main menu, go to Sales, Orders and click on View Invoices. 
   
   
2. Use the filter fields available in the View Invoices page to list a specific set of Invoices.
   
   
3. Use the checkboxes in the grid layout to select the Invoices due to be emailed. 
   
   
4. Hover over the Action Cog in the header row and select Email Invoices.
   
   
   
5. A pop-up window, Send Invoices by Email, will appear. 
   
   Note: Each tile in the window represents the email Unleashed will send per customer, for the selected invoices. All Invoices due for the same customer contact will be attached to the same email.
6. Click on the *To and Cc fields in each email tile to edit the recipient email addresses. 
   
   Note: The To* field is auto-populated from the Customer's Contacts tab. Any contact that is ticked for Invoicing will be included. 
7. Click Send.

Email Invoices in bulk from the View Sales Orders page

1. From the main menu, go to Sales, Orders and click on View Sales Orders.
   
   
2. Use the filter fields available to filter the Sales Orders that show in the View Sales Orders page.
   
   
3. Use the checkboxes to select the Sales Orders you want to email Invoices for.
   
   
4. Hover over the Action Cog in the header and select Email Invoices.
   
   
   
5. A pop-up window, Send Invoices by Email, will appear. 
   
   Note: Each tile in the window represents the email Unleashed will send per customer, for the selected invoices. All Invoices due for the same customer contact will be attached to the same email.
   
   
6. Click on the *To and Cc fields in each email tile to edit the recipient email addresses. 
   
   Note: The To* field is auto-populated from the Customer's Contacts tab. Any contact that is ticked for Invoicing will be included. 
   
   
7. Click Send.