Emailing Invoices

The Reseller interface allows you to send invoices to a batch of customers.

To access this feature, select Reports (under the Accounts menu), and then select the Show Accounts Receivable option.

Before you send invoices via email to customers, it is strongly recommended that you modify the invoice email template. This template contains the reply-to email address, as well as your company name and any text you wish to prefix to the beginning of the email body.

To modify the invoice email template, go to the Message Text option under the 'System Config.' menu.

In the drop-down box, select invoice_email and press Go.

This will display the text used in the various email fields. Replace the default text with your company name, reply-to email address, subject line, and any message you want to include in the body of the email.

When you have finished, press the Save Message button to save your changes.

As with all message templates, you can use the macros listed on the page in the body of the email message. (The macros will not work in the From Name or Subject fields.)

You can send emails to more than one customer at a time.

Use the check boxes in the first column to select which customers you want to send an invoice email to.

After you have selected the customers to mail, ensure that Email Invoice is selected in the drop-down box at the top of the table, and press the Go button.

You will be prompted by a pop-up message before the emails send, asking you to confirm the number of customers who will be emailed.

When you press OK the emails will be sent.

After the emails are sent, you will see a page that displays confirmation that the emails have been sent.
If any errors have occurred (say, for example, if a customer has an invalid email address), you will see an error message on this page.