Email Quotes to Multiple Clients

Modified on Mon, 07 Nov 2022 at 02:28 PM

A Quote is an Uninvoiced Service Order. Prior to creating invoices, use Bulk Invoicing to email quotes to clients, from them to review for accuracy. Then, when you are ready use Bulk Invoicing to create invoices for many different clients at once.

Tip: Use Payment Type to segment a group of clients to email, such as clients with Monthly services.

How Do I Send Quotes in Bulk to Multiple Clients from Bulk Invoicing?

Navigation: Invoicing > Bulk Invoicing

Step 1

  • To view "All Invoices" set the first dropdown to "All Invoice Types" or select a specific Invoice Type to view a subset of invoices, such as all monthly dog walking service orders.
  • To view "All Areas" set the second dropdown to "All Areas" or select a Client Area to view a subset of invoices.
  •  Choose dates. Use quick report "Today," "This Week" or "This Month." Use "<" or ">" to page forward or back by the time span selected, i.e. if you click "This Week" then ">" goes to next week.
  • OR select a date range by adding 'from' date in the first panel and 'to' date in the second panel.
  • Click "Reload" to display Service Orders where "Service Start Date" is in the selected dates.
  • To email all clients, click the checkbox in the header beside the word "Start," or select the checkbox in front of specific clients.
  • Click "Email Quotes."

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

Step 2

  • Choose the "Quote" template from the dropdown, or use the blank template to write a message.
  • Click "Email."

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

The Bulk Invoicing Report explained:

  • Start: Service start date/First service on the Service Order. The date is also a link to the Service Order. Use it to check the details before creating and sending the invoice.
  • End: Service end date/Last service on the Service Order.
  • Due: Date the Invoice will be due, based on the current setting of Invoice Type.
  • Client: Client Last Name, First Name. Click on the name to access the Client record. 
  • Ref: Diary ref for client.
  • Invoice Type: Service Order Invoice type which determines the Invoice Due Date. 
  • Credit Card Image: If an "S" in a green box appears in this column, the client has a payment method on file. For these clients, you can take payment at the time of invoicing. 
  • Invoice Total: Total amount to be invoiced to the client.
  • Tip: Amount client has added for Tip using Stripe. See Stripe Tip details here.

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