Rapid Add Invoice Batch Email / Print

Detail is provided to quickly take a number of invoices and batch them for emailing or printing through the Rapid Add feature.

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00:04 In this video we're going to talk about under the rapid had tap logged in, of course, rapid add invoice, batch print, email. So that's the function of printing a batch or emailing a batch of invoices to. Let me show you how to create that from an invoice first. Then we'll come back into that and we'll go through that quickly. Um, so anyways, from the invoice screen to get a batch of invoices to work under this function, you go to all customers will, which will give you a list of all available order shipments to invoice of comes up pre selected as all. And I just want one of this one. I just want a couple of your, uh, my chest companies here and my acne company here. Continue. Start. Everybody knows, most people know how to create an invoice. Here's my three invoices. This will be my batch by batch number is [inaudible] on today's date. First Badge. So now I have a batch of invoices that have been created before the. You go to this, but to get it into the invoice, they have to be created this way and that is one invoice per shipper invoicing on a rapid add batch print, email pick, email, and so this will filter. There's a filter here.

02:01 Email print shows me the entire batch, the delivery method, its company is printed on acne company. They're both emailed, so let's say I want to print this one. Of course I liked the filter to what I'm going to print. Print the trend and it'll open up the PDF. This repeated all the invoices, selected a lot of detail on that one, so this would not be printed out. Hundred invoices in this batch. Print all hundred paper invoices at one time, so let's go to email section. So we have the test studio company and we have acne company will select all we want to email them, send email, two emails were sent. That's the way about should work. It'll match mark them with the email date and time it. It'll go on to the notification system, build this notification and send these out. If they're bad email addresses, of course it'll.

03:15 It'll warn you and I just want to get in there. I do not want to send them, but I'm just deleting these to do events so they don't go out at court mostly, so I don't get errors because they're bad email addresses associated with test site. All right, so let's go to another batch here. All right, so I have dispatcher did, uh, the other day and I have these different ones that are set all set to be emailed and you'll notice one has been emailed already, the other four have not. So I want to try to email them, but what I'm looking for, and let's, let's, let's get into this because this is where I want to make sure that this is broken so you can see what happens. I went to the customer, that's a hyperlink. Um, I'm going to go to their customer billing address and I have no email address set.

04:09 They're very key to making this work. If you do not have a billing address with an email address, well you have a billing errors of course there our customer. But under that billing address, you need to delineate a email address. There's a field there for emailing, this is the email address, the system's going to pick up and now when I go send, no emails were sent and the following invoices were not sent. Billing email address is not specified. So this has to stop you from thinking they sent. When you, there's something missing, um, then there's a link on this page. You can go to each email individually or each invoice individually in this case. And then you could go, you know, do the manual, e-mailing them out, you know, then you can pick from customer contacts, whatever you want to do there, but you'd need to fix that.

05:02 That's the important part of that. So we back out of that. If there's not an email address set up, an assistant for this customer is going to bark at you until, you know, these didn't get sent. There's a list of ones that didn't get sent. You need to fix them. So let's, uh, let's go a little deeper into what's going. I think you all know how to fix them. Uh, but we're going to go to the customer on the customer general page is where you set your delivery method for that customer invoice delivery method, emailed or printed. That's where that methodist set under the customer. OK, so now there is another function. Let's go up on the setup system settings and let's look up the setting for invoice.

05:48 There is a system setting. It's on page two here that we can set the system side is the uh, inactive on her site. Invoice must be approved for printing or emailing. So there's a system setting for that. This doesn't just control batch print, invoice or the badge print, this effects all printing and emailing them invoices. So just so you know, it's there. If your procedure is someone creates some reviews and someone else reviews and approves them, you can do that and enforce it by a system setting must be approved. And it's really simple to turn on, just bump. It's a check box. And all the value is, is um, active if I OK this. And, uh, you cannot print or email an invoice or any invoice for that matter that is not approved that through either the automated function or the, um, what I want invoice function. So that'll conclude the quick review of rapid add invoice batch print function. Thank you.