How can I email several invoices to one customer and be able to amend the default email to be tailored to a specific person. Using batch action just sends a generic email
How can I email several invoices to one customer and be able to amend the default email to be tailored to a specific person. Using batch action just sends a generic email
If batch actions - send transactions is used , I do not get the chance to check/edit/review the email, it just fires them off and our standard email template needs to be changed depending on who we are dealing with.
How can I email several invoices to one customer and be able to amend the default email to be tailored to a specific person. Using batch action just sends a generic email
Hello Paul, to confirm the several invoices do you want them to be in one email? If so you can download as a pdf each invoice you want using the more and print preview>download as pdf option and then save to the pc. Once done you can then send from your own email and add all the invoices as attachments.
How can I email several invoices to one customer and be able to amend the default email to be tailored to a specific person. Using batch action just sends a generic email
Hi Emma,
Yes I just wanted to send all together rather than one at a time, good point, I could save them all as PDF and attach to one email.
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