Streamline Bulk Invoicing for Operations with airSlate SignNow

Bulk invoicing for Operations

[Music] So today we're talking about batch invoicing and how to do it so first things that we should set set up and talk about is this settings so if we go into the settings depending on which type of attachments that you have you have to set the value to this now you can only have one value to the batch invoicing [Music] next if we're looking at the max size you can change the size to anything that you'd like now just a warning there are certain clients out there that would reject if the size is too large so you have to just try to find the right medium there on what the the right size is uh but you can go ahead and adjust it as you need to uh the batch is subject and then the last thing that I also put on here would be your [Music] CC so this is a setting that's basically being reused the that you'd go ahead and set for your invoices if you want to have them carbon copied okay so the next thing is we go into the client profile itself and in the client profile this is where we turn on batch emailing so only the clients that have batch emailing on it will be able to utilize the batch email setup so this is basically just an on and off button next if we go into the shipment depending on when it was approved right here depending on when it was approved is is the date that it's going to go after as the approved date now again if we look at our attachments the attachment has to be set to whatever we set it at when we set it at billing okay and it's been delivered and approved on here so the next step is we just simply go to send batch invoices now where you'd find this is if you're in shipments and you do a drop down in shipments let's go back to shipments here so I'm going to go go and click on shipments now that I'm in shipments if I do a drop- down on shipments you can see batch invoicing all right so once we're at batch invoicing if we do a drop down on client clients we'll see all the clients that is set up for batch invoicing right now in my example I only have one so I'm going to go ahead and grab that one then I'm going to do the invoice date so I'm going to just say today is when we do their invoice date on here and it's going to grab all the ones that we've done the invoice date for today and it's going to send four emails now here's a couple things to note depending on our size and depending on this size it will go ahead and calculate up and if it's over that size amount then it will send it'll split that email up and it'll send an additional email so if it all fits within the same the size parameter then it go on one email if it doesn't then it go on two or three emails okay once we send this out I'm going to go ahead and click on send invoice and you can see that they're being queued up here not to send you can also do I'll just going to do go ahead and open up a new tab you can go back here and you can see the emails that are sent as of today and looks like this actually sent out now for our batch client I'll also go back right here and I'm going to do a right click and just going to open up a new tab and if I scroll down we can also see emails that were sent out as well as well um for today and anything that is history that we've done now a couple other things I would like to just note if we go back to our shipment and I'm just going to go ahead and click on refresh our shipment if you notice the email was sent out and it was sent and has a date on here now if we made a mistake or something and we wanted to resend this all you'd have to do is just go to status that says sent change it to actually unsent and save it and once we do that it doesn't matter that there's a data in here we' be able to actually resend this again okay and that's all there is to it [Music]