Table of Contents

Email Invoice Batch: Overview

Jennifer Trower Updated by Jennifer Trower

Read Time: 2 mins

The Email Invoice Batch tool lets you resend all automatically generated invoices for a specific date to contacts who are set up to receive financial emails. This is usually used if a problem, like an email server issue, stopped invoices from being sent out when they were first created.

The Email Invoice Batch tool only sends invoices that were created by automatic billing. It won’t send any invoices that were made manually.

Once you pick a date, all automatic invoices from that day will be emailed—no matter the remaining balance or other variables.

To learn more about how email categories work, see the Email Categories: Overview & Use Cases documentation.

Creating an Email Invoice Batch

Customers will receive the invoice along with the triggered email linked to the “Billing runs successfully for an account” event.

If you haven’t set up a triggered email for this yet, check out the Triggered Messages: Setup documentation first.

To create an email invoice batch:

  1. Click “Billing Tools” from the main menu,
  2. Then select the “Email Invoice Batch” sub menu option.
  3. On the Email Invoice Batch screen, use the Date field to choose the date you want to resend invoices for.
  4. Click “Create”.

Reviewing Your Sent Invoices

After choosing a date to resend invoices, you can confirm they were sent in two ways:

  1. Go to the account that received the invoice, open its management view, and check the Correspondence tab.
    When you're in the Correspondence tab, you can see all sent emails, including re-sent invoices. The “Email Messages” table shows the email status and the time it was sent, so you can confirm the invoice was delivered correctly.
    All invoice emails use the same subject line, set by the “Billing runs successfully for an account” triggered email.
  2. With Business Intelligence reporting, you can run the “Email” report to see emails sent to customers.
    Once the report opens, scroll to the “All Emails” section to view the details.
    Use filters in the report—like subject lines or account info—to quickly find specific sent invoices.

How did we do?

Dual Data Services: Overview

General Ledger Codes: Overview

Contact