Spotlight: Bulk Email Invoices
TimelyBill allows you to manually trigger the bulk emailing of customer invoices.
Send Bulk Invoice Emails to Multiple Clients
Everyone knows you can't make money if you can't deliver the bill! TimelyBill software makes sending customer invoices easier than ever. With the click of a button, you can email invoices.
Steps to transmit your bills via email:
- Navigate to the Financial tab and select Invoice History.
- Sort and filter the customer's invoice data as needed.
- Messages can be sent in bulk to ALL customers or to a filtered SEGMENT.
- Click the "Email Invoice" button to initiate the batch email process.
- Generated emails are template-driven and have the customer's invoice attached as a PDF.
- When complete, the "Emailed" column status flag(s) will be flipped to Y (YES).
Note our single-click email feature makes the billing process more streamlined. However, invoices must be reviewed before they are sent.