Create an Invoice Message to Client Sample for Personnel Effortlessly

Invoice message to client sample for Personnel

[Music] [Applause] [Music] hello everyone and today we'll be going over how to send all of your open invoices to all of your customers in one single screen so this is with our bulk email invoices app the way you can navigate it is through customers sales bulk email invoice it's important to note that i'm on the bei ar role which is specific to our book email invoices app once you get to this screen there's a couple of things that you're able to see um so you can choose a date range and it'll show you all of the open invoices that is within that date range so i have a bunch of junk data in here i'm just going to go ahead and put a date far back so we can see all the open invoices so here you can see all of the invoices and you can see the invoice numbers listed and then what company that it's attached to so you can see here we have the fabre art gallery with invoice 1030 but i also have the fabric art gallery with invoice 1023 you might have a lot of open invoices here so you can filter it by a specific customer a subsidiary department class or location you can also add in a due date and these will help narrow down these fields you can also take any of these and filter by the titles some other things to note is that you can show parent customers you can also add credit memos in here you can show excluded invoices and this is a feature that you turn on on the invoice level itself and you're able to show all the invoices that maybe you've already sent a first email for if you wanted to use this for your collections for your follow up so what bulk email invoices does is it takes some of these invoices that are open from the same client so fabric art gallery has 1023 they also have 10 30. it'll attach all of the open invoices for that customer on one single email so each different invoice will be a different attachment on that email you can also on this screen say who you want to send it to and you can add up to 10 people on here these fields are also on the customer and on the invoice level so any emails that are on the invoice automatically flow here on this screen but if you wanted to remove or add some before you send it on the final version you can come and edit them on this screen as well you can mark all unmark all select some if you only want some to be sent and then to actually send the emails you have to choose the email template that you want these are native netsuite email templates so you can customize them however you want in order to add all of those separate invoices on the same email we need to select this send multi-attach email you're able to also include a customer statement this customer statement will be from the dates here that you've selected once you're ready to send them out you just click process and it'll be sent that's how you use the bulk email invoices screen within netsuite [Music]