Tags: Invoices/Billing

Email Invoices at one time

I searched an couldn't find an existing request. Please redirect me if it is out there.

We would like the ability to tag invoices to be emailed, and then later click a button that will essentially release and email all invoices tagged.

Currently in our billing process we go create the monthly invoices, verifying time entries, item counts, covert quotes to invoices etc. Once all the data is verified and we're sure there are no more "unbilled charges" for the time period we then go back and email each invoice.

The only way I can see to do that is to reopen each invoice manually and select email. Or from the Finances, Issued Invoices form use the action tool to email for each invoice record.

It would save some time, if I could select all the invoices that need to be emailed, or tag each invoice as it's created to be emailed, and then execute the sending of those emails once everything is verified and approved.

Thanks,
Tim