Email Clients from Bulk Invoicing Report

Modified on Mon, 7 Nov, 2022 at 2:25 PM

The Bulk Invoicing report can double as a useful email tool. Clients on this list typically include those you invoice regularly, such as recurring clients. Using the Bulk Invoicing report you can easily identify groups of clients, then send a bulk email using an email template or writing a new message.

How Do I Email Multiple Clients from the Bulk Invoicing Report?

Navigation: Invoicing > Bulk Invoicing

Step 1

To email all clients, click the checkbox in the header beside the word "Start," or select the checkbox in front of certain clients.
Click "Email."

Email multiple clients from the bulk invoicing report in dog walking software

Step 2

Choose an email template from the dropdown, or use the blank template to write a message. Add a Subject Line if required.
Click "Send Email(s)."

Email multiple clients from the bulk invoicing report in dog walker software