Emailing and downloading invoices in bulk

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If you find yourself needing to email multiple invoices out to a customer all at once, utilize this feature! The MAX number of emails you are able to send at once is TEN.Selecting and sending invoicesHow to control how many invoices you see on a page:The checkbox in the lighter colored bar at the top (next to all of the column labels like #, Invoice Date, etc.) allows you to select as many invoices as you want on a page.In the picture above, the drop down option which shows 10, indicates how many invoices are showing on the current page. If you wanted to view more than 10 invoices, you could select the dropdown and type in whatever number you wanted.If you want to send more than 10 invoices at once, you will not be able to. The maximum number of PDFs you can attach in ONE email or email in a batch, is 10To send all invoices selected:Click the “# Selected…” box at the top of the page. You will then be given two options to either:Send 1 email that includes all of the invoices you have selectedORSend a separate email for every invoice you have selected - This is what we call a batch of emailsSend multiple invoices in 1 email:If you would like to send multiple invoices together in 1 email, the end result will look something like: Send a separate email for each invoice:Template Drop Down: The template drop down will NOT appear as an option for the emails UNLESS every invoice you are sending has the same Status.This is what you will see when you select invoices with the SAME status’:Notice that the template dropdown option IS available.When a template is chosen, it will select that template for all of the invoices being sent automatically. NOTE: You cannot choose different templates for each individual invoice being sent.Example of different invoice status’:Below, two invoices showing Unpaid and Overdue Status’ can be seen. Notice that only the Paid invoices have been selected to be sent out together.The Send Email template will look like this if you selected invoices of different status’:Notice the LACK of the Template drop-down here.Each email being sent out will instead use the default template for whatever status the invoice has. In this example, there was no default email template selected, so there is no template available. Make sure to have a default email template chosen before trying to bulk send invoices. Download invoice PDFs:There is also an option to download PDFs of the invoices. Check out these related articles:Parents can view and select a child's invoices separatelyParents can view a child's subscriptions separately