How To Batch Emails Invoices? - This will send out the invoices to your customers via email in a batch, making it quick and easy to communicate invoice details.
- Log into your Merchant Dashboard: Access your account on your payment platform's dashboard.
- Go to the "Invoices" Tab: From the dashboard, select the "Invoices" tab to view all your invoices.
Select the Invoices: Use the checkboxes on the left side of the screen to select the invoices you want to email. You can choose multiple invoices at once by ticking the checkboxes next to each.
Batch Actions: Once you’ve selected the invoices, click on the "Batch actions" drop-down menu, typically located at the top of the invoice list.
Click on "Email Selected": From the batch actions menu, select the "Email Selected" option. This will prompt a pop-up window.
Review the Email Template: The pop-up will show you the default email template that will be sent to the customers. Take a moment to review the content and ensure everything looks correct.
Click "Send": If everything looks good, click "Send" to email the selected invoices to the respective customers.
- Confirmation Notification: After sending the emails, you will receive a notification on the Invoices page indicating that the emails have been successfully sent.
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