Bulk Sending of Customer Invoices
Description:
For businesses with regular clients who are invoiced on a consistent monthly schedule, the ability to send out multiple invoices in a single action would be a significant time-saver.
We propose a feature that allows users to highlight all completed invoices for a specific date or period and send them out with a single click, eliminating the need to process each invoice individually.
Details:
Functionality: Ability to select multiple completed invoices and send them out in a single action.
Benefit: This feature would greatly reduce the time spent on monthly invoicing processes, especially for businesses with a large number of regular clients. It would also minimize the chances of missing out on sending an invoice.
Use Case Scenario: A business has 50 regular clients who are all invoiced on the last day of each month. Instead of sending out 50 individual invoices, the user can select all completed invoices for that date and send them out in one go.
Additional Notes: This enhancement is aimed at streamlining the invoicing process, ensuring timely billing, and improving operational efficiency for businesses with regular invoicing schedules.
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Comments2
Prue Wernicke
Nov 6, 2025
While we are still reviewing this request, you may find that the CLient Portal add on feature is beneficial to your clients as they are able to see all of their quotes, invoices, jobs and reports in one place.
Keith Azzopardi
Sep 12, 2023
Original Customer Request:
Bulk send customer invoices
Our regular clients are invoiced on the same day each month. It would be exceptionally time saving if we were able to highlight all completed invoices and send in one click rather than going through each one individually.