The Email Invoice Batch tool is used to resend all automatically generated invoices for a specified date, to all eligible contacts. An eligible contact is defined as any account contact that has the Financial email category applied to them. Typically, you will only use this tool when an issue prevented the invoices from being automatically emailed out at the time they were generated, such as an email server outage.

Once a date is selected, all automatically generated invoices for that date will be sent, regardless of the amount remaining due or any other variables.

Creating an Email Invoice Batch

To create an email invoice batch:

1. Click "Billing Tools" from the left-hand menu
2. Click the "Email Invoice Batch" tile
3. From the Email Invoice Batch screen, use the Date field to select the date you wish to send out the invoices for
4. Click “Create”

Reviewing Your Sent Invoices

Once you've selected a date range to resend invoices you'll be able to verify they were sent from two locations:

1. From an account that received a re-sent invoice, access the account's management view and select the correspondence tab:

With the correspondence tab open, all sent emails will be visible, which includes re-sent invoices. The "Emails" table also displays the status of the email, and when it was created, allowing you to verify the correct invoice was sent at the right time.

2. Using the built-in Business Intelligence reporting, you're able to run the "Emails" report.

1. Once the report opens, scroll to the "All Emails" section and you'll be able to review the emails being sent from your instance to customers.