How to bulk send invoices

Here is a step-by-step guide on how to send out multiple invoices.

Log into admin.salescloud.is

  1. Navigate to Sales > Invoices
  2. There you can filter by date created and a customer (if you want to send all invoices created within a month for a single customer, for example). 
  3. When the invoices are all there you can click on the icon next to the search field (looks like a running man). It will now let you check as many invoices as you want, check to top box to check all. 
  4. Now click Action and two options will drop down from the menu. Click on Send Invoice and then Configure Action. A pop up appears and you will have to click Perform Action on X items.

Please note that the email that is on file for the customer is the automated selection by SalesCloud and that each invoice will be its own email.