Send Multiple to Customers
You can now send multiple invoices to the Customers. Learn how by following the step by step instructions in this article.
The Merchant and Employees have the capability to trigger the sending of multiple invoices to their customers via the Merchant Portal app. |
The Invoices module in Merchant Portal app has now a new feature that allows the Merchant or the Employees to send multiple invoices to the Customer for viewing or payment reminder.
As a Merchant or an Employee: Send Multiple invoices to the customer according to the invoice status.
There are (5) actions under Send Multiple features that you can do in an invoice: |
Send All Active → this will trigger sending an email notification to the Customer consisting ALL “not paid” invoices of the Customers. In short, all invoices in Partial, New, Sent, the Viewed status will be consolidated and be sent to a certain Customer.
Send All Unpaid → this will trigger sending an email notification to the Customer consisting of the list of invoices in New, Sent, Overdue, and Viewed status.
Send All Partially Paid → this will trigger sending an email notification to the Customer consisting of the list of invoices with partial payment setting and in Partial status.
Send the Invoice → this will trigger sending the currently opened invoice to the Customer.
Select Invoice → this will allow the Merchant or Employee to select multiple invoices to send to the Customer.
To send multiple invoices to the customer, follow the instructions below:
A customer should have an unpaid invoice/s to trigger send invoice/s.
Log in to Merchant Portal and go to Invoices.
Click the View icon under Actions column of a specific invoice with status New, Partial, Sent, Viewed, and Overdue.
On the View Invoice Details, you can see the Send Multiple button at the bottom of the modal.
4. Click the Send Multiple button to display the actions.
5. Choose from the options above to start sending the invoice/s to the customer.
Once you have selected an action (except for the Select Invoice), the system will send the email to the customer with the list of invoices and a success message will display to the Merchant. |
To send selected invoice/s to the customer, follow the instructions below:
A customer should have an unpaid invoice/s to trigger send invoice/s.
Log in to Merchant Portal and go to Invoices.
Click the View icon under Actions column of a specific invoice with status New, Partial, Sent, Viewed, and Overdue.
On the View Invoice Details, you can see the Send Multiple button at the bottom of the modal.
4. Click the Select Invoice from the choices to open the list of unpaid invoices under that certain customer.
A modal will be opened displaying the list of unpaid invoices that you can do multiple selections to send invoices to the customer. |
5. You can Select All the invoices by clicking the topmost tickbox.
6. Selective sending is applicable by selecting the tickbox per invoice.
7. Click the Send button to send the selected invoice/s to the customers.
The system will send the email to the customer with the list of invoices selected and a success message will display to the Merchant. |